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Gold/Mining/Energy : Tax Loss Selling Season - Best Buys? -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (58)	2/11/2014 1:22:29 AM
From: John Vosilla	Read Replies (1) \| Respond to of 128

Well if we think about the big picture: We are in the final innings of the deleveraging process courtesy of the housing collapse in 2008, cheap labor courtesy of China and shrinkage of the public sector workforce. Offsets of technology and continued globalization are not going away so that will put a lid on cost push inflation. Obviously we are also capped if rates do rise even to normalized levels due to our public debt. Thinking it boils down to normalized velocity of money and J6P and small business being both willing and able to borrow again like they did in prior recoveries to really unleash the inflationary monster. Need some real GDP and job growth similar to the peak Reagan and Clinton years so as to grow nominally over and above rising rates. Is that even possible anymore? What else did I miss? OT nice move for gold this week. Is amazing NG and ANV are far above where they were the first half of November when gold was also at this level.. NG seems to move earlier than other miners might be a leading barometer in the group of what comes next.. finance.yahoo.com