.... des Strategen Monty Guild, Freund von Sinclair und für mich seit Jahren einer der hellsten Köpfe der Wirtschaft überhaupt.
Bemerkenswert das Ergebnis seiner Überlegungen:
"What are the outcomes?
1. A decrease in the effectiveness of the buy and hold strategy of investing. Massive volatility will create more volatile and larger declines, which are terrifying to traditional buy and hold investors.
2. An increase in short term trading of stocks.
3. More volatile fluctuations in currencies will lead more astute investors to seek out investment alternatives such as bonds in foreign currencies.
4. The collapse or destruction of many currencies due to the banking systems’ commitment to derivatives.
5. The rise of gold as the only truly reliable global store of value and currency....
SUMMARY
Obviously, we hold to our themes. We plan to buy gold, oil, and agriculture related shares on dips; and remain wary of financial institutions. China, which is proving to be more insulated from the world banking problems, also seems to be a good long term investment."
http://jsmineset.com/index.php…tary-from-monty-guild-28/
Grüsse