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Non-Tech : Companies that BENEFIT from a recession
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To: Sid Turtlman who wrote (28)4/2/2008 1:38:00 AM
From: zebraspot  Read Replies (1) of 34
 
I was trying to get Turk to clarify his comment, but nothing yet.
Good spot, as usual.
So, betting on a crashing long term govt. bond market is mainly a bet on significant rising U.S. inflation, and, like you say, relative USD weakness vs. other currencies.

I like that bet, but, I guess, I already have made essentially that same bet with gold ( though gold is a bit more of a moving target).

Thanks for the input, Sid.
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