Peter J. Cooper, Arabian Money, meint ja...
Wobei er von einem wieder fallenden $ ausgeht :
"....But with massive budget deficits looming for 2009 the dollar rally is going to be another trap for investors. The federal budget deficit is going to balloon next year and require funding. The trade deficit is also going to balloon – ironically because the strong dollar means weak exports.
(....)
...But which asset class could you possibly buy for safe returns in a collapsing global economy? Which asset class will protect you as the deflation of the recession turns into the higher inflation of the government printing press and the slow recovery?
This just has to be precious metals, just like in the late 1970s. Cash and precious metals beat bonds, equities and real estate in that troubled time. It is happening all over again – the 2008 crash is very much like 1974 and sadly so will be the outcome in terms of stagflation...."
http://news.goldseek.com/GoldSeek/1225901482.php
Grüsse