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Thu Mar 20th 11:54 AM | Rating: 0 0
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6 Risky-But-Worth-It Bets - Barron's

Two Comments:
1. BONT is an awful company with little reason to exist. It has a large possibility of filing Chapter 11 as well due to the $1.2 billion in debt. Late in the 3rd quarter, I predict that it will face significant liquidity issues as it attempts to gear up for the holiday season coupled with poor performance throughout 2008.

2. Gold will not collapse, even if corporate earnings are strong. The reason for Glds accent and further upside is that the fiscal and monetary policies of the US (and most other countries as well) is inflationary. The harder the central bank pushes to prop up the economy, the higher gold will go. Fiat currency (printed dollars) is growing at alarming rates and the money multipliers are growing exponentially. With the dip in GLD over March 19th and 20th (at least this morning) Gold is a buy.

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