)The top 100 stock
market authors
selected for publication in the last week
market authors
selected for publication in the last week
RobH » Comments » EEM
-
The Seeking Alpha 100
See all
Seeking Alpha 100 » -
Fastest Climbers
Those with the largestSee all
increase in followers
in the last week
Fastest Climbers » -
Top Commenters
Top commenters,See all
as ranked by their peers
Top Commenters » -
Top Instabloggers
The 100 most activeSee all
Instabloggers.
Top Instabloggers » -
Top StockTalkers
TopSee all
StockTalkers.
Top StockTalkers »
Wednesday Outlook: Commodities, Emerging Markets [View article]
I have been following your comments with a great deal of interest, and I feel compelled to delurk to ask you the following: if we are indeed in a period of deflation, why are you long stocks as you have stated in other posts? Wouldn't it be preferable to go 100% into investment grade credits, since they represent claims on nominal dollars? (Note that I'm not disagreeing with your thesis per se, but I'm just puzzled by the apparent contradiction.)