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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: patron_anejo_por_favor who wrote (95299)4/17/2001 2:34:46 PM
From: sammaster  Read Replies (1) of 436258
 
re stocks for inflation
shouldnt reits get killed if real estate bubble pops...
what about stuff like aluminum...demand goes down but inflation pushes prices up but supply also down due to closures...
what do u think of infrastructure plays like concrete makes as government increases public works as economy goes into recession...
also defense plays because increase in defense spending as US needs an upgrade cycle after defense let by waysidewith clinton and also if global ressecion unfolds their will be foreign tension unfortunately and we will need military buildup
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