Sell these, buy those

Cont'd discussion about Jim Cramer's Real Money: Sane Investing in an Insane World, amended and updated in Jim Cramer's Mad Money: Watch TV, Get Rich.

FED RAISES INTEREST RATES OVER 5%.
GDP growth 2% and falling.
Big Money expected to Sell metals and minerals.
Big Money expected to Sell BRIC smokestakes (machinery and equipment). E.g. CAT.
Big Money expected to Buy high-multiple tech stocks. E.g. GOOG.

GDP growth 1.5% and falling.
Big Money expected to Buy banks and financials


...cont'd tomorrow...

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