Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (119477)	9/4/2001 7:57:14 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<if gold's story is in fact the bottom line... clean sweep of all the alternatives including bonds>> I still think deflation is winning. If the NAPM trend continues and we do get reinflated somehow, a small bet on gold is more than worth the risk, however. The CRB and C&I lending remain my canaries in the coal mine on reflation. Other asset plays make sense too, though. Forestry and health care REIT's, possibly commodities, and some bonds (fully government insured). Anything that can reliably pass along a steady earnings stream that won't get strangled by its own debt. Leverage=death. If we enter a K-wave winter, bonds will be the best place to be for some time to come (like, 10 years or more).