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Non-Tech : Companies that BENEFIT from a recession -- Ignore unavailable to you. Want to Upgrade?

To: Sid Turtlman who wrote (28)	4/2/2008 1:38:00 AM
From: zebraspot	Read Replies (1) \| Respond to of 34

I was trying to get Turk to clarify his comment, but nothing yet. Good spot, as usual. So, betting on a crashing long term govt. bond market is mainly a bet on significant rising U.S. inflation, and, like you say, relative USD weakness vs. other currencies. I like that bet, but, I guess, I already have made essentially that same bet with gold ( though gold is a bit more of a moving target). Thanks for the input, Sid.

To: Sid Turtlman who wrote (28)	4/2/2008 2:40:28 PM
From: zebraspot	Respond to of 34

On your M99, you're saying that monetary inflation will not be easy to engineer even if the Fed wants to , given the likely massive M99 asset price deflation, and Bernanke's worst fear, another deflationary Depression, may be all but impossible to avoid, regardless of how fast and hard they run the monetary printing presses. If I understand this point correctly, I can see your nervousness about betting against the long term govt. bond market. In this deflationary scenario, won't gold be vulnerable, too? I understand all currencies may do worse relative to gold, but will gold go up, or just not as far down as everything else? Thanks again for your insight.