The only sector that I know the fundamentals are improving are commodities. Many farmers in the world cannot get loans for fertilizers now, inventories of food are at 50 year lows.
Nobody can get a loan to open a mine, oil reserves are declining around the world at a fairly rapid rate, the fundamentals because of the supply of commodities is the only thing I know that is getting better.
If you need to own something I would suggest to you to learn how to own commodities and selling stocks short.
