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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (18000)	3/1/2009 12:08:20 AM
From: gregor_us	Respond to of 71462

I don't know which asset classes will benefit in the coming inflationary breakout. I only know that gold is currently the first receiver and is telling us that it's coming to other asset classes. I see gold's pullback more in a context where some other asset is about to step forward. Since I think the govt bond markets are sending out ominous warning signals (they are choked on supply and unable to go higher (in price) even on the most textbook of weak, global industrial news) and since dividends are being cut everywhere, my guess would be the next recipients will be in the food and energy areas. G

To: Real Man who wrote (18000)	3/1/2009 6:49:38 AM
From: stsimon	Read Replies (1) \| Respond to of 71462

When comparing asset classes against one another the result is dependent on which dates one chooses. Gold is at a disadvantage in most of the those comparisons because it does not generate any income. Stocks, bonds, farmland,etc all generate income. When that is factored in gold will outperform them only if one chooses one's comparison dates very carefully.