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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 408.76+2.6%Jan 5 4:00 PM EST

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To: blazenzim who wrote (36675)7/7/2008 8:35:24 AM
From: elmatador   of 219022
 
Look for stocks that are tied up to bottleneck removal.

People are eating more and of better quality. Market not prepared to fed them. Created bottlenecks. Once measures are taken to remove the bottlenecks, market will stabilise. So no inflation pressure.

But that -above- has the effect of creating a high % of the world's GDP in food and non-food/agriculturals. As a result you won't see a % of the world GDP being 'good will' the value of a brand of Nokia. But you will see tangible assets as value.

Another beauty of this playing now is that governments that milked food and energy to full their coffers are now facing the prospects of having to cut taxes to tame inflation. Other are forced to put their land assets to produce all that is good.

Only that there is a rebalancing. just don't count on people stop eating...

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