SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The coming US dollar crisis

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Real Man who wrote (18000)3/1/2009 12:08:20 AM
From: gregor_us   of 71466
 
I don't know which asset classes will benefit in the coming inflationary breakout. I only know that gold is currently the first receiver and is telling us that it's coming to other asset classes. I see gold's pullback more in a context where some other asset is about to step forward. Since I think the govt bond markets are sending out ominous warning signals (they are choked on supply and unable to go higher (in price) even on the most textbook of weak, global industrial news) and since dividends are being cut everywhere, my guess would be the next recipients will be in the food and energy areas.

G
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext