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Inflation May Be Coming - Time To Look For A Hedge


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Article by Whitney Tilson and John Heins.  As I've said before, I don't think we will see hyperinflation.  I think once the stimulus is removed at some point, things will be precarious and subdued...stagflation is more likely...elevated inflation with slow growth. 


We have all the hallmarks - elevated oil and commodity prices, fragile economy, high unemployment, protectionist behavior, government printing money...it's a "damned if you do, damned if you don't" scenario for any administration.  Cheers!



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Guest kawikaho

I somewhat concur.  I think stagflation is the most likely outcome, although the US will see growth in 2010 in the 2% range.  Globally, I've read that 2000 was a great decade.  Maybe 2010 is the start of the decade of decoupling. 

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