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: GraceZ who wrote (21511)	1/17/2005 10:03:28 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 116555

<<Seems to me I remember a rather brash young man once betting me that his gold miner would out perform any other investment I could name over any period I wished to pick! How did you get converted from that view? -gggg->> I can agree with some of the points you have made as I myself have admitted that some pieces of evidence are stronger than others, while many other things you have said have less of a leg to stand on. That brash young man was right for some time with regard to gold; the gold miners (BGO, was it?) went from 1 to 4 at one point, but as conditions change so must opinions and investment strategy. I have been neutral to negative on gold ever since I began debating with Mish. I'll be the first to admit, I was way off on real estate by what looks like 2 1/2 years now (2 years for U.K.). But context is important, personally I was under-employed for a year so a house would have been crappy for me or many others in finance. But conditions are definitely changing and I am calling it as I see it. Rolling deflation is the most likely outcome, let's talk about this in a year and you can jab me if I am wrong then.