The always lucid commentary and analysis by Emerging Value Capital Management founder Ori Eyal once again includes some eye-opening insights. This time, Eyal looks at the rapid increases in the U.S. money supply and government debt. Eyal's investment case for Israeli payroll processor Hilan Tech is also worthy of consideration.
How to protect yourself from the explosion in U.S. debt and the monetary base? You might consider shorting long-dated U.S. Treasury bonds by buying the ProShares UltraShort Lehman 20+ Year Treasury ETF (NYSEARCA:TBT). Another investment that might provide insurance against the sharp increase in the U.S. monetary base and the potentially resulting inflation is the SPDR Gold Trust (NYSEARCA:GLD). Better yet, you may seek long-term inflation protection by buying a home financed with a long-term fixed-rate mortgage.
Disclosure: No positions.