Deflation or inflation? What's your bet? I think that investing these days has become a binary game, where either deflation takes us into a sustained recession or monetary and fiscal stimulus incite runaway inflation. The visual image I see is a bucket with a big hole underneath a tap spurting water. Will the bucket empty or overflow? Who knows. I'm not into gambling, so we've grown cash postions and only invested new money in investments that ought to pay in either outcome.
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December 21, 2008
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November 2009
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