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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Tommaso who wrote (3210)7/29/2001 6:45:12 PM
From: jim_p  Read Replies (2) of 206102
 
Tommaso,

Oil has been a good hedge against inflation historically, but the bigger concern today is deflation not inflation.

The expansion in the money supply is concerning, but I believe the Fed is focused on the deflationary trends taking place in Japan and in other parts of the world along with falling basic commodity prices and excess capacity.

The biggest problem we face today is excess capacity. It's hard to conceive of inflation with falling commodity prices and excess capacity in most industries.

If we shift from deflationary fears to inflationary, there should be plenty of time to adjust your investment strategy.

JMHO,

Jim
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