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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (42257)4/13/2011 9:54:50 AM
From: E_K_S  Read Replies (1) of 78731
 
Now it's the Fed's shadow "budget". This makes me want to put my Gold hedge (GDXJ ETF) back on. I wonder how long it will take for these loans to unwind (if at all) and if there will ever be any "claw back". A lot of the banks are still insolvent and still need to mark their loan portfolio(s) to "market".

I don't think any exit strategy has been scripted other than a very long protracted stagflation (10 years or more) and the ultimate debasing of the $US.

EKS
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