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Surely you know that the little bail out we saw over the week end is inflationary? If not, think it over again since inflation is inevitable given the money that must be printed to fix/fund the options given the miscreants. I like tips here since the inflation comes before the deflation, which is Act 3. I think bonds is where the action will be for some time, after we short this fall decline in equities.
Sep 08 17:29 pm
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All Comments by whidbey »Of Smart Funds and Long Bonds [View article]