Take a Hard Look at Hard Assets
As we enter the fourth quarter with the myriad concerns for the rest of the year (Europe, the presidential election, the fiscal cliff, etc.), I am assessing the overall composition of my portfolio and how it is likely to perform for what I see coming in the year ahead.
Given the continuing extremely loose Federal Reserve policies that continue to pump liquidity into the markets, anemic job growth and an economy that is barely able to maintain slightly higher than stall speed, there is a high probability of much higher inflation and possibly even stagflation in the years ahead. In this sort of scenario, investors should direct their attention to hard assets (real estate, energy master limited partnerships, etc.) that throw off yield and increase their payouts in a consistent manner....380 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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