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.

Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (1592)	3/9/2004 1:24:39 PM
From: reaper	Read Replies (2) \| Respond to of 116555

<<so how does one profit from this? >> by watching baseball games and hanging out w/ your kids and not fretting that the era of American dominance is over. trying to MAKE money in a deflation / bear market is a fool's errand, IMO. if that is not enough of a "profit" for you, then long US treasuries, long gold, long natural gas and especially LNG, short financial services, short educational services, short facilities-based healthcare services. i am ambivalent about commodities other than energy as i know less than nothing about them, but if you want a fool's guess i'd prefer food-type commodities to industrial-type ones. for the baseball bettors out there, i would get long the over for the Red Sox and Yankees, and short the over for the Cubs and Royals. and get as much money on Javier Vazquez for the AL Cy Young as you can. again though i'd personally re-iterate that the primary goal should be the MAINTENANCE of as much purchasing power as possible, as opposed to its GROWTH. the real money will be made in the next bull (and yes, there will be one) not in the deflationary bear (to the extent that you do in fact believe a deflationary bear is on the way). yeah, its boring to sit on your hands and do nothing for 10-20 years, but i think Red Sox / Yankees and my daughter can probably sustain me for that long. Cheers