How best to present these trade/investment ideas in interviews?

Ok, I am pretty much clueless what ideas to present in SA S&T interviews, but I want to at least prepare some sort of decent answer.

My thesis for 2012 is:

Sluggish growth in USA, about 2%
Continued weakness in the Eurozone
China's hard landing

Therefore my trade ideas are:
Long dollar short euro + commodity currencies
Short commodities heavy dependent on China
Short commodities related stocks - indices of countries heavily dependent on Oil (Russia)

Other random idea: long healthcare sector in US

Exits:
Trades moving against me at some level
Some sort of Euro solution
Improvement in China
Some sort of oil supply crisis (probably Iran related) - quit things related to oil

How best should I present these ideas? What should I mention for quick 5 minute pitch? Also, ideas for hedging?

Inputs much appreciated!

 

Maybe stick with companies that have capabilities to drill domestically? Long healthcare in the US is ok, JNJ, say, but I think you'd wanna long generics companies like Teva. Of course, I'm long both JNJ and TEVA. And RIG, which I think has solid long long term prospects...

"When I was young I thought that money was the most important thing in life; now that I am old I know that it is." - Oscar Wilde "Seriously, psychology is for those with two x chromosomes." - RagnarDanneskjold
 

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