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  • Four Ways to Protect Money During the Fallout
    How about a new rule on SA: no one is allowed to post an "OMGZ it's DEFLATION!!!111one&quo... post or article unless he or she has at least 50% of his or her net worth in gold puts dated no earlier than 2010. If "deflation" is such a slam dunk you should turn at least a 5x profit on such a position without taking any risk at all.

    In fact all of you deflationistas are committing both of the cardinal sins: you are arguing with the tape and you are fighting the Fed. So put your money where your mouth is or shut up. The author is largely correct although I would not bother with stocks at all and would instead short the Long Bond for the perfect hyperinflationary duo.
    Oct 08 10:18 am |Rating: 0 0 |Link to Comment |View article
  • Jim Rogers' Picks and Pans - Barron's Interview
    China's great, but there are few good ways to play it; the regulatory opacity sucks and ETNs expose you to the exact risks you are trying to avoid if you believe China is replacing the US as the great nation of the 21st century. CNY? No thanks. It's high-yield paper issued by MS. That pretty much counteracts the major upside potential. I don't understand Jim's bullishness on it; he's willing to make unsecured loans to the same companies he's shorting.

    Indirect exposure is better unless you have big-time resources. If you want to bet on the RMB, just go short Treasuries. A rising exchange rate means the PBOC isn't printing as much to buy dollars and American debt. And with the dollars they do have, they're looking for better yields. This is much safer than any ETN and takes advantage of other macro trends, not just China. Pair the trade with long positions in commodity ETFs, not ETNs, on any corrections.
    Apr 13 14:17 pm |Rating: 0 0 |Link to Comment |View article

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