Here’s our Fast Money Final Trade with a twist. Instead of just focusing on tomorrow’s best trades, the gang is looking at the outlook for the month of September.
Brian Kelly says he doesn’t think the macro headwinds will pass, so his trades are macro in nature. He would buy Treasury bonds via the TLT and he would short the Swiss franc via FXF .
Mike Khouw is also looking at those headwinds and would buy put spreads to hedge your portfolio. He suggests SPY or IWM and would use the quarterlies or October put options to do it.
Tim Seymour sees $2000 gold and a retest of the lows in September.
Guy Adami likes silver as a commodity play for September and thinks Hewlett-Packard could decline sharply, however below $20 he sees it as a “monster” opportunity.
Stephen Weiss thinks the first half of the month will be okay, however we’ll test the lows in the second half. Also, he likes NIHD because he believes Deutsche Telekom is going to take $3 billion investment in emerging markets.
Jon Najarian likes McMoRan Exploration . If you don’t want to go with offshore drillers, he suggests Plains Exploration and Production .
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