sorgmot

Stagflation Haunts Global Stock Markets, Buoys Gold

This report is a true masterpiece of relavant analytic reporting.

Use it to build your financial forcasts for US $ values and economic activity in the US and other parts of the world.


Print it out and save it.

Many thanks to the author.

Unprecedented Economic Risk: Stick to Multinational Investments

What USA investors might make money in for the rest of 2008 and up to October 2009.

Short positions in a portfolio of USA common stocks to be covered in October 2009 might work out with a gain. We think the factors mentioned by Joe (above) and higher USA interest rates will push down common stocks to lower P/E multiples. A USA depression would push them down more as sales fall and profits do to.

Next, some one year to mature date in USA dollar bonds would save some money to invest starting in late 2009 as world markets and economies start to recover losses and begin growing again.

Some funds can be placed in gold and gold mining companies,

Some money can be placed in Swiss Franc short term notes.

We are looking to preserve and augment USA $ wealth until October 2009 at which time we will switch to long positions and more stock investments and fewer bond positions.