Wednesday, December 09, 2009

Matthew Lynn provides 5 inflation plays that could outperform gold

and I strongly agree with two of them (hint: the ones with 'equities'). I'm not sure about luxury goods and collectibles, though; I have a liquidity bias, and that high end stuff is notoriously illiquid and comes with higher taxes and transaction costs. Oil can be good, but needs active trading. Real estate could also be good, especially with financing (if you can get it).

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