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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (6861)2/3/2004 4:09:30 PM
From: grusum  Read Replies (1) of 110194
 
Russ, if you are right and there is 'continued' inflation, then wouldn't PMs be a good investment?

and if deflation is immediately ahead, couldn't finished goods (including breakfast cereals) good down in price while commodities in general (wheat, gold, copper) rise in price as their costs are absorbed by the manufacturers?

in either case, PMs and BMs would seem a good place to be, whether physical, futures or shares.

of course there are other factors, like a bad economy ruining demand for copper and such.......
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