Inflation in food commodities and oil/gas will decimate the consumer. This will lead to significant earnings short falls at big retailers, like KSS, JCP, DECK, COH, PG, AVP, CROX, GM, HOG. CROX really looks like shit by the way. fall hard they shall. The credit crisis will spill over into commercial paper and real estate which will add to the fire. Liquidity in the capital markets will dry up, forcing money losing companies to either fold tent or seek unfavorable capital injections. the rich get richer the poor get poorer. LIKE my main man T-Boon Pickens says..Oil stocks will begin to disconnect from the price per barrel and trade lower, as recession expectations dampen forecasts. The same goes for Ag. Despite ridiculous wheat prices,stocks like MON, AG, POT, MOS will fall. I just dont by into the hole solar/wind power just yet. Get short them too. Get short RIMM and find a myriad of upgrades waiting for you later in the day, effectively ripping your face off.