Bear hunter strategy

We are reading/listening to OPV(other people's view) everyday. They have reasons why they hold that view - bullish or bearish. They will formulate their investment strategy that reflect that view. Let's turn to David Tice one of the big bears out there and see how [he] is doing it.






He has done well [in] the last 10 years as the US economy is going down the drain fast drown by two bubbles. Watching his shorts -- though he thinks deleveraging pains will go on, his shorts on the hard assets(commodities, energy is relatively lighter than consumer related). If you dig into his long positions details -- most of them are resources producers. He is also smartly short relatively light on defensive sector like utilities. If you are a long only player, we should get a good idea of what to go long.