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I think you're probably dead on. How do I bet on this?
by beatpanda 10y ago
I think you're probably dead on. How do I bet on this?
- aminorex 10y agoLong cryptocurrency, precious metals, and South American farm land. Short sovereign bonds + long TIPS. Short financials (especially southern European), REITs, highly levered retail, luxury goods, auto makers. Most especially, assiduously avoid everyone who sells debt to buyback shares. Long value and utility + short leverage and hype.
- backpropaganda 10y agoI didn't read any further after "long cryptocurrency".