Ultimate Hedge Position. Short Mcdonald’s $MCD Long Diabetes. Open to suggestions-Diabetes Contango.

Business Week has an interested cover of the reality of hedge funds. Long overdue.

Consider the ultimate hedge position. Play the Diabetes Contango. Short McDonald’s (NYSE:MCD) who with extra fries has done a lot to promote diabetes. Go long something with a Diabetes solution. Which raises the question which stock will be the financial standard-bearer in the fight against diabetes. Currently an epidemic in western countries with some 20% of general population affected. Drugs, health care provider, diabetes supply manufacturer. This is perhaps the next golden grail.¬†¬†This is just the strategic big bet that Jack Welch and the old General Electric or GE (NYSE:GE) were famous for.

Who will make it this time?

George Gutowski writes from a caveat emptor perspective. Lots of home work to do after this post.

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