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The hedges play in currencies to offset emerging market bets (think China), so we must beware the 800 pound ape, when he panics there is blood everywhere in the market. Possible alternative long range plays based on the US inflation is SLV (any producer), junior golds, and natural gas (like UNG). Currencies will do, but anywhere governments are involved there is danger of manipulation to be discounted.
Mar 01 12:33 pm
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