In this musing, Shimon discusses how to pick the "fastest horse in the race" in an environment where the government is expected to spend $3T in stimulus and print money at 15% y/y. Should we choose industries that benefit from the new money, or should we choose industries where less government intervention is expected.

Visit us at www.hardcorefinance.com or follow us on twitter @mrebitda, @shimonlazarov