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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 366.51+1.2%Nov 5 4:00 PM EST

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To: TobagoJack who wrote (55194)9/20/2009 2:33:19 AM
From: prosperous  Read Replies (1) of 217549
 
Your portfolio should do very well should inflation pick up (its a bet that we recover from here). Should there be any sort of dislocation in US treasuries market in future, both china and Hong Kong's holdings of US treasuries is a significant percentage of their GDP and a ripple could be felt for a while by both creating deflationary force and the real estate may not do as well holding its value. If you consider that possibility a very small one (which might be a reasonable assumption) it seems the port should do well but to me it does not seem consistent with your past thinking on how US has been handling its debt. Hope you do well either way.
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