[motohagiography]

Restaurant equipment is durable goods, as in they don't buy it every year, and once all those restaurants go bust, there is going to be a new wave of restaurants to replace them, and they will actually buy replacement equipment. I'd go long the manufacturers and suppliers.

Find a way short the loans originated by financing companies to pay for restaurant equipment, but ones that that won't be bought by the fed.

It's a Matthew effect. Think of a pareto distribution with a 45deg line bisecting the curve. Everyone on the left hand side grows, and everyone on the tail side is fucked. Only question for a stock is, which side of the curve is it on? The fed is bailing out the banks and the credit markets that have almost all of the exposure to that tail, so don't fight the fed by shorting banks. Auto companies turn low interest rates into higher interest loan collateral with depreciating value, major airlines operate as a corporate welfare programs, so neither of these would be easy choices.

On a normal scale of legitimacy, there is still probably %15 of companies in the market that at varying degrees are based on outright fraud. Find and short that instead of taking flyers.

[icelancer]

>> but ones that that won't be bought by the fed

And this is the real danger, isn't it :)

Gambling against the Fed is tough. Reality can be one thing, but the Fed acts on their own.