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To: MythMan who wrote (391575)	8/3/2009 5:28:50 AM
From: Real Man	1 Recommendation Read Replies (1) \| Respond to of 436258

Yeah, the best hyperinflation bet is long financials. Bad counterparties are now government property, good ones are raking in government cash through derivative contracts. I am serious. AIG earnings model for the Goldmans -g- But don't expect lack of TL & EV, hyperinflation is absolutely the worst outcome of them all. It promotes unfair and inefficient redistribution of capital. Oh, and Faber called US a Banana Republic. This has been a Banana rally. It will continue, as the bears looking at meaningless fundamentals get run over.