Antidote to an Equity Realignment? Invest in Fundamentally New Industries

Professional Investors Are Preparing For A Stock Market Crash … It looks like a growing number of professional investors are preparing for a stock market crash, as hedge fund filings for the second quarter show a spike in defensive positions. In particular, legendary billionaire George Soros made a huge bet against the market. He increased his short position on the Standard & Poor’s 500 by a startling 605%. The 9.69 million new shares of SPDR S&P 500 ETF Trust (NYSE Arca: SPY) put options gave Soros a total of 11.29 million shares and made it the biggest holding in his portfolio. – ETFDailyNews
Dominant Social Theme: This market is going down, down, down … Or maybe not …
Free-Market Analysis: According to this article, there may be a crash in the fall, but investors should protect themselves, stay in the market and treat a crash as a buying opportunity.
The market is having a long-term bull run, according to this article, and investors should be expecting to take profits for many years to come.
This may be an overly optimistic perspective about what’s going on. But that’s the takeaway …

This post was published at The Daily Bell on September 12, 2014.