Where Should You Invest?

" And I am not up bigger all of this out his big ears everything David on managing director Casey research and David got hot. CEO and chief investment strategist -- main -- capital management David Imus -- with you intimacy minutes were kind of well. Little lackluster -- at least double that pressure on the Dow today did you make anything out the F missing minutes. Yea or nay on an Europe troubled company guys."

" Well I'm not sure I'm not sure what they're going to -- they remain between a rock and a hard place in the and that's our contention this is this is solved. Rearranging deck chairs on the Titanic as far as we're concerned."

" All right two the second David what about you having. What was -- in the Fed minutes if you looked at it and all and I hope you don't need some some money people are not interested at all -- looking at what the Fed does -- just. Operate independently was there anything you saw there or do you just go ahead with your your ideas that stuck with that work for you."

" Now we're certainly very generous to the Fed minutes and very interested. And now -- the Fed is doing in general monetary policy in general and I I would agree with David the -- is really between a rock and a hard place right now. They have threat of continuing. Anemic growth. But increasing inflation. And so they really are between Iraq and are places to what their next move should be."

" a lot and I'm gonna go to -- they're not actually about my guys -- rock group named David and David just let our viewers. Yeah didn't go right handers out the excitement for the but didn't -- well let me go to you are other many sectors that you're looking -- opportunity one thing that a lot of people talked about as the pressure on the financials. Is there a way to play that and NE TF the spider that's -- the safer bet for investors little nervous about the financial sector right now."

" More are aren't amending the good news is good news and bad as bad as we we don't think -- anywhere near over so we avoid financials like the play the good news is that there's a tremendous number of opportunities out there if you just. You have to change your your viewpoint a little bit but we are definitely and a very negative environment and it's going to get a lot worse. Our biggest player right now is going into remember him on rising interest rates through your dollar puts -- there's also some ETS if you can invest in for those like -- click and buy it. That are in very say interest rates vehicles that you can buy and we we believe that you may have some pullback or some rally in the bonds here -- we think interest rates are going to be going to for quite awhile. But because his global inflation."

" But doing -- along that that you stick with gold as well -- was up another two bucks today it's still certainly way off its highs of the 1030. Several months ago."

" And Cher and -- if you look back in the 1970s the last and had a situation even very close to this. And this is much worse in many ways you'll see him go had a long periods where big deep correction such as we've been having recently that. We're still way up day in overall terms since we started investing and Casey research. I'm sort of recommend back in 98. And we -- a little bit earlier than we've met a lot of my Angel we think there's going to be a pause here and and we think it's gonna take off again and again those options are there any TS physical and also. Some of the data mining stocks as well."

" David Kudlow let me go over to you the big story the smart not to say that the case Shiller index priceless still declining but not declining -- Fast -- they weren't the first quarter of this year. Where you think housing does this summer send that we're hitting a bottom because we are getting an escalation sell."

" We may be forming a bottom but I think the bottom has further off the thing housing prices have. Further the declined. We won't see a bottom until 2009. You know when we talk about the housing inventories. There are a lot of sellers out there who had their house on the market take him back off. Market and are waiting. For future date before they'll try to sell their home again so we work through existing inventories and -- those houses yet to come on the market. And that means prices have seen him further."

" You don't go anywhere near home builders typically don't go anywhere -- I don't believe stocks right now even always thought of going on sales. Jump up a little bit this morning."

" Does so it still -- and housing sector. Down mr. along mr. -- thank you very much for joining us here on fox business to give us your ideas at ten minutes before the idea market fell 22 Vladimir."