Kashyap_Swamy

Paulson Makes His Biggest Bet on Gold, Inflation Yet

More than inflation, Gold is a hedge against systemic risk or financial instability. With many OECD country governments taking on record amount of debt, Gold is a good way to hedge against currency devaluation.

Someone Has to Lend in 2009: Ideas to Profit

While I agree with the macro thesis, I would suggest some additional research on individual stock names.
For example - Fluor (FLR) already trades at a premium to its peers and almost 50% of its backlog is in the refining sector which is under a lot of pressure to cut back capex. FLR is well-run company with excellent management but at this time, I would play the infrastructure theme with other stocks.