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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Terry Whitman who wrote (150256)2/8/2002 3:25:40 PM
From: reaper  Read Replies (2) of 436258
 
TW -- no inflation coming.
Money going to money heaven faster than Al.com can print it; what do you think the D tranche on that last Americredit securitization is going to get? <g> Gold is a deflation hedge (it holds its value while everything around it -- US $, structured calls on deadbeat car loans and credit card debt that we call "money" -- deflates). Maybe "store of value" would be a better way to put it.

10-year yields going sub 4% this year, and inflation will be non-existant. We're in the deflationary death march now. Long cash (CASH, not "money"), govies and companies with real cash flow; short leverage.

Cheers
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