Value Microcaps Food, Agriculture and Soft Commodities

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dcrain

but I believe he stated that whether gold performs better during inflation or deflation, depends upon whether it is considered money

Correct

However, what the author wrote is something that I had not previously considered. Since we will possibly have deflation followed by hyperinflation, I must consider how my investments will be impacted by each phase of the potential crisis. It always seems to be what I don't know that costs me money. In 2008, I was aware of the problems with the CDOs, etc, but I underestimated the effect that those problems would have on other investments and watched my gold/gold investments plummet. I didn't truly understand the situation until September and by that time, gold/commodities stocks had been decimated. Those investments have recovered, but if I had been 100% cash in summer of 2008 instead of about 40%, I would have been in much better shape to take advantage of the investment opportunities that arose.

I totally share your concers

BUT

one caveat:

So now, I am trying to look at all angles and make sure that I am not dismissing something that can be a Black Swan for my portfolio

If it is a TRUE Black Swan..theres no way to be prevented against it !!