Adam Lass says the vast majority of retailers are ripe for shorting as a new era of thrift grips the US. Aside from bargain stores like Wal-Mart (NYSE:WMT) and the 99 Cents Only Store (NYSE:NDN), Adam says investors should buy put options on retail firms. And the best time to do this is when they talk of “better times to come”…

The recession is underway. The US economy shrank by 0.3% y-o-y in the third quarter. Adam Lass says politicians need to accept the truth and allow the economy to correct itself. Only then will stock markets genuinely recover. When they do, some investors will make a fortune. But to survive until then, Adam says it is essential to buy put options on weak companies.

Adam Lass says the US economy looks “dreadful” in the short term. And it faces long-term monetary ruin. But somewhere in between, he expects a new bubble to form. One that will make some investors huge profits. To survive until then, Adam says you must use put options on “deadbeats” like Kohls (NYSE:KSS) to hedge long positions on proven “survivors” like Macy’s (NYSE:M).