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Says who?

Ad 1: Managed futures only have a history starting in the mid 70s simply because an array of commodity futures started trading then. Your claim that managed futures funds will likely not perform under an inflationary scenario is pure speculation; at a minimum, a managed futures fund benefits...

1. The good old "What if markets won't trend" and "But the fees are high" arguments. Yawn. Besides, historic returns of all funds I know are listed net of fees. 2. Equity dividends and real estate rental income are not tax free. Plus physical real estate has many hidden costs (agents, legal...

To be fair, the above is IMO so far mostly true for bloggers, college kids and youtube surfers. But that doesn't mean that can't change. Once the goldbug virus actually catches on with the consensus of "smart money" and institutional investors (a la 1980) get ready for the final blowoff top...

Dow down 2% in USD YTD (using YM), EUR up 1.87% vs USD YTD. Approx down -4% in EUR.

Looks like your first thread got moved to chit chat, and you promptly start a new one :cool:

If you're scared, simply short the USD (against EUR/CAD/GBP etc.) in dollar volume matching your net worth. Voila, you're now fully insured against further drops.

http://www.bloomberg.com/apps/news?pid=20601087&sid=a8ICjn3Wsums&refer=home

UBS client note "Overweight Europe, Underweight USA" :cool:

So what is it, Mr. WSJ Journalist? Hyperinflation or 70s inflation? Just a "tiny" difference there.

Make every man , woman and child in the US (or anywhere else) a millionaire today -- and within five years 90% of them would be as broke as they are now. And you'll be back with a system of haves and have nots, just like now. Give idiots money the easy way and they run through it quicker than...

The best inflation hedge/"investment" for a longterm investor who doesn't want to trade himself that I can think of is a basket of 5-6 managed futures funds that trade all the most liquid currency/commodity/bond contracts. That will give you a very good chance of benefiting from market...

You can' apply this as a general rule. Sometimes commodities work great, sometimes they don't. They didn't work well during the 80s and 90s. CPI price index doubled from 1980 to 2000.

I feel sorry for the poor SOBs with US passports. They will get raped. It's not like Europe won't hike taxes like mad, but European & much of the rest of the world can at least freely choose their residence and thus tax jurisdiction. Flashback to 1930-50s top marginal income tax rates...

Somewhat interesting Faber is not touching on the Japanese de/inflation picture, yet they increased national debt to GDP to 200% (compared to the USA's 80%), printing money through QE and running stimulus program after stimulus program trying to substitute private consumption with government...

That's correct only if you form a "real corporation" with employees, a physical presence, a "real" business with revenues and costs etc. Also, in these cases, the burden of proof is on the tax payer to prove this offshore corporation was not primarily formed as a tax avoidance vehicle...

Perceived inflationary pressures (e.g. crude oil, gold, and yields on the 10 year Treasury) = bad for stock market http://thetechnicaltakedotcom.blogspot.com/2009/05/inflation-expectations-to-pressure.html

The wealthy may flee the country, but they can't flee the iron grip of the IRS. US citizens (or should I say slaves) pay based on citizenship, not based on residence.

Government employees earning minimum wages, depending on federal transfer payments and incentive programs. Is this America's future?

A little reality check for the Shadowstats non-sense: According to his numbers the US has been in a constant recession since the 1980s as real GDP (using his CPI) was constantly in negative territory -- which of course is a ridiculous conclusion. For a more practical inflation analysis...