If you had $100m...

Sectors??? HHmmmm My Sector call right now would be Semi'sConductors and Tech. Individually I like WFR, NSM, ADI, GLW, and TXN. They have some great balance sheets.

Internationally- I would use some form of a Contrairian Pivot system. With the volitility play the spikes.

CNBC came out and Said only 7% of money managers whose benchmark is the SP500 have outperformed this YTD. 7% of Fund Managers outperformed the SP500's -34% return. WOW thats just unheard of.

These fund managers should reconsider their Diversification policies or charters on their investment fund.

a taxi driver told me today that his son started a gearbox repair firm in cork this year, and is out the door with jobs. a mercedes garage near him, went from selling 40 cars a week on average early this year to 1 a week by now, thats some difference! in a reccession or recessionary times, people make do, get things repaired, go without if needs be, new cars being a non essential item is definitely somewhere id short. as for longs, definitely budget food sellers (aldi was mentioned, not sure if they are public??) capital will be the king in this new world, debt as we know it in places like the US and UK will not continue, therefore consumer items will be bought much less by people who can't afford them. all those credit card debts have to come home to roost at some point, and a lot of people wont be able to buy their plasma screen tvs after that!

to conclude, agree with utilities, staples, food, consumer products that are known for low prices. in an odd way property, but only after it halves in value, british land for example, mcdonalds owns lots of land. semi conductors agree, anything that will make businesses more efficient (the likes of intel, dell even nokia, should alomost be considered staples even utilities nowadays as most businesses need these companies to keep going) some banks no longer have a business model even if the government backs them up, anglo irish bank for example, needs to find another way of making money thats not highly leveraged loans to builders, if they cant, they're gone.

Got reminded about this from another thread...

I would want to stick some cash in telecommunications providers, or Fibre-Optic cable, or something like that.

I reckon this will be massive in the future - telecommunications firms will trade bandwidth with each other - for example:

BSkyB: "Oi, ITV, sell us some peak time 100mb/s fibre optic bandwidth, will ya? We need some for Celebrity Love Island"

ITV: "OK, but you're gonna have to pay - we've only just hedged against Ant and Dec"

BBC: "We can make a market in weekday peak time @ 200 - 250"

and so on and so on. Watch this space, you heard it here First (well, second, ços I just posted it on another thread)!

if i were have it before 5hrs...

i will sell any thing vis dollar.

100mil of London good delivery gold bars would go down nicely, buy up a bit of govt debt aswell (t bonds). for the long term..

T-bills in the long run is a bad idea. Historically bonds give a real return of around 0.5-1% while equity gives around 6%.

It seems to me this is a good time to get into an index fund if you're looking to invest for your retirement.

Invest, lol.

I'd be putting on the biggest currency positions you have ever seen.