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  • What's Going to Replace the Dollar? [View article]
    So many thoughts in the same bag, but a broad, humble anaylis, I kind of like it. My view is USD down, USD Index up, Gold up, Treasuries down. if you hold USD by necessity, your Gold will hedge the loss of value on the USD. As far as inflation, remember that demand does not have to necessarily increase to produce inflation, if the offer of goods and services become limited and the US Government does have to keep on printing money then you have a scenario for inflation. You made the case, if treasuries sell-off, USD devalues, the stock market does not take off and the expectation of hyperinflation influences investors' long term strategies, then all is left is Gold. A book to read for eduactional purposes only "The Great Inflation and Its Aftermath" by Robert Samuelson.
    Feb 09 03:32 am |Rating: +7 0 |Link to Comment
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