👉Gold. Central banks put money in everyone's bank account so prices go up.
👉You do not want to hold long-term bonds when inflation expectations start to ramp up.
👉The last time people hated the banks this much, they went up for four years straight
- Jared Dillian
👉Oil long term 5 year trade with BHP Billiton as proxy tracking WTIC - - Dominic Frisby
👉until inflation reaches the point where the Fed can’t just ignore it or shrug it off, it’ll be happy to keep rates at a level where they don’t rattle markets.
👉Continue favour Europe and Japan
👉 bets on a weaker dollar this yearwhich suggests that emerging markets, commodities and gold trades remain good bets for 2016.
- John Stepek
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