Here are some articles that touch on how to concentrate investments post-Katrina.
Jim Jubak says stay away from sectors that will take a strong hit due to rising energy and commodity prices in addition to retailers that rely on low-income consumers. Instead, head towards companies that stand to gain the economic shift that Katrina has brought upon us.
TImothy Middleton suggests investing in the rebuilding efforts.
An article in Forbes illustrates how hurricanes have had a minimal lasting impact on markets while admitting that Katrina may be different. The author makes some short-term observations but offers no concrete strategies.
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