Preview an ad about to run in New Hampshire (a state filled with libertarians who help decide the next Republican presidential nominee).
Not too late to buy NTMD puts, a risky but I think good speculation (consider the December or March 25s) . . . and American Express (AXP), a strong core holding, I hope, over the next couple of years.
UNLESS, OF COURSE, WE HAVE GLOBAL ECONOMIC COLLAPSE
In which case the NTMD puts would be fine, but AXP could suffer. And there could be a few other problems. Click here.
[NOTE: After posting this, I was told the linked article takes very considerable liberties with what Julian Robertson actually said. See tomorrow’s column for more on this.]