stocks: up! i think we will see an inflationary rally
commodities: up! a lot! inflation and supply/demand driven
bonds: down! it could be the next bubble which pops! why? interest rates are artificially low and the bonds currently so high; the western governments are so heavily and hopeless over indebted that i do not believe they will pay their debts back one day ;o(. i would rather expect some monetary reform after a sad period of hyperinflation. do YOU see any kind of security in this so 'secure' investments? btw, i do not track bonds closely, so don't think too long about my outlook :O)
inflation: UP, UP, UP! no wonder facing all these huge bailouts in the financial sector. what do i think about the increase in money supply (keyword M3)? don't ask me that, i would have to cry! ok. so what about the price of beer @ oktoberfest or about a price of coffee in the local outdoor swimming pool in few years? don't ask me that either :o((
=> welcome to the kondratieff winter :o(( !!!
well, what could that mean for people like you and me? IMHO will the middle class probably dissappear :-((. but don't worry too much about that! we will not dissapear from this freaking planet really, we will just join the poor class ... it could be worse :o)
questions of the day: how long could that false boom last? when will we see not just a default of some 'unimportant' nations (iceland, hungary, ukraine, pakistan = 4 in the last few weeks!!!), but also a bankruptcy of some 'imortant' western economies (US, UK, germany, italy, spain, france, ...)? when will all that fiat paper money fail? when will a major monetary reform arrive on planet earth again? do u have enough gold + silver ALREADY?
how could you protect yourself and your family against all that financial mess out there and prepare somehow for that (not really nice) scenario? it is still the same: buy [@ these low, low, low prices!] as much gold, silver, commodities like oil + agriculture, energy + 'green' energy as u can afford and you will be very, very glad. or don't and u won't ;o))
=> this investing stuff is sooooo easy !!!