Alarming

[Girchuck]

As far as I understand, when the rally is fake and synthetic, one need to find safe shorting opportunities quickly.
One idea that comes to mind would be ethanol manufacturers that rose in price much more than average. Ethanol producers depend on government subsidies for their profits. If government goes broke and reduces subsidies, their profits will go down, and if market rally cannot be sustained, they'll be overvalued and lacking momentum.
Does this sound about right?