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Gold/Mining/Energy : Gold & Gold Stock Analysis -- Ignore unavailable to you. Want to Upgrade?

To: gold$10k who wrote (25523)	8/21/2011 2:52:23 PM
From: gold$10k	Read Replies (1) \| Respond to of 29622

From John Mauldin... "If we are headed into recession, and I think we are, then the stock market has a long way to go to reach its next bottom, as do many risk assets. Income is going to be king, as well as cash (and cash is a position, as I often remind readers). If we go into recession, we'll know several things. Recessions are by definition deflationary. Yields on bonds will go down, much further than the market thinks today. And while the Fed may decide to invoke QE3 to fight a deflation scare, the problem is not one of liquidity; it is a debt problem." safehaven.com If this is true, we will see if gold continues to be "cash" and if at some point silver and PM stocks also disconnect from SPX.