Gold: Deflation Ends And Inflation Begins
By: Stewart Thomson
GoldSeek.com
Tuesday, 11 October 2016
1. The world is undergoing a major economic transition from deflation to inflation. Sadly, very few retail investors are correctly positioned to benefit from this exciting change.
2. In the big picture, the transition means that gold stocks will outperform gold bullion, and bonds will stagnate.
3. Chinese and Indian stock markets could boom. Western stock markets could also get dragged higher, but investors there have a lot more risk than Chindia investors.
4. To understand the fundamentals of the transition, please click here now. I predicted that Janet Yellen’s first actions as Fed chair would be to begin to transition a deflationary world to an inflationary one.
5. I said she would do that, ironically, by tapering QE to zero and raising interest rates, and that’s exactly what she is doing. Now, the world’s top institutional economists are beginning to adopt the same view that I had years ago, which is that QE is inflationary for Wall Street, and deflationary for Main Street.
6. Rising oil prices are already putting pressure on the yield curve and the ten-year bond. That’s likely to accelerate in 2017.
The Rest…HERE
