Gentlemen,
if as reports such as this suggest,
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http://www.telegraph.co.uk/money/mai...arclays127.xml
'Barclays Capital has advised clients to batten down the hatches for a worldwide financial storm, warning that the US Federal Reserve has allowed the inflation genie out of the bottle and let its credibility fall "below zero". ',
"We're in a nasty environment," said Tim Bond, the bank's chief equity strategist. "There is an inflation shock underway. This is going to be very negative for financial assets. We are going into tortoise mood and are retreating into our shell. Investors will do well if they can preserve their wealth."
-------------------------------------
What people do to:
. protect our wealth
. position ourselves to take best advantage of any opportunities
Can anyone define:
Inflation
Deflation
Stagflation
Some thoughts from my side, please correct if I am wrong,
. cash, if we have any cash we should hold it in currencies which are remaining strong like Euro and CHF and avoid GBP and USD, otherwise as the value of GBP and USD falls against Euro we will erode what we have
. property, we should not be too heavy on property as the prices of property and land is going to fall as people's purchasing power is eroded
. au - seems stagnant at the moment
seems to me we need to hold cash in safe currencies
what do you all think ?
Milan.
if as reports such as this suggest,
----------------------------------------------
http://www.telegraph.co.uk/money/mai...arclays127.xml
'Barclays Capital has advised clients to batten down the hatches for a worldwide financial storm, warning that the US Federal Reserve has allowed the inflation genie out of the bottle and let its credibility fall "below zero". ',
"We're in a nasty environment," said Tim Bond, the bank's chief equity strategist. "There is an inflation shock underway. This is going to be very negative for financial assets. We are going into tortoise mood and are retreating into our shell. Investors will do well if they can preserve their wealth."
-------------------------------------
What people do to:
. protect our wealth
. position ourselves to take best advantage of any opportunities
Can anyone define:
Inflation
Deflation
Stagflation
Some thoughts from my side, please correct if I am wrong,
. cash, if we have any cash we should hold it in currencies which are remaining strong like Euro and CHF and avoid GBP and USD, otherwise as the value of GBP and USD falls against Euro we will erode what we have
. property, we should not be too heavy on property as the prices of property and land is going to fall as people's purchasing power is eroded
. au - seems stagnant at the moment
seems to me we need to hold cash in safe currencies
what do you all think ?
Milan.
Comment