Archive for 10/08/2010

Portfolio ideas

James Rickards is an unusual analyst who is known for assessing geopolitical macroeconomics with a relatively scientific edge. Check his assessment of deflation vs hyperinflation - a very useful summary with portfolio recommendations at the end:

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2010/8/9_Jim_Rickards_-_Portfolio_Recommendations.html

It looks like gold topped yesterday and is heading down as the dollar moves up in anticipation of the FOMC meeting. There could be some big moves this afternoon NY time.

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