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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 2:40:28 PM
From: zebraspot   of 34
 
On your M99, you're saying that monetary inflation will not be easy to engineer even if the Fed wants to , given the likely massive M99 asset price deflation, and Bernanke's worst fear, another deflationary Depression, may be all but impossible to avoid, regardless of how fast and hard they run the monetary printing presses.
If I understand this point correctly, I can see your nervousness about betting against the long term govt. bond market.

In this deflationary scenario, won't gold be vulnerable, too? I understand all currencies may do worse relative to gold, but will gold go up, or just not as far down as everything else?

Thanks again for your insight.
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