Beamer, > Sentiment like this is what usually leads to investment bubbles.
We're already creating the policy bubble. Inflation will take care of that, but that in itself will drive a "bubble" in gold and other inflation-fighters.
The key to making money in a crazy world as ours is to spot when a bubble starts, hop on, then jump onto the next bubble before the first one bursts. If you look back in recent history, you could have made money buying stocks during the dot-com bubble, then selling it at the peak and buying real estate in 2000.
Now we're trying to fix things with a policy bubble. I'm not sure exactly how to "profit" from the policy bubble, but I do know how to profit from its natural consequence, which is inflation. Already a portion of my overall portfolio is in gold.
Though I know less about gold than I do about high-tech stocks like INTC, I have watched as Intel had its best year ever in terms of products, but one of its worst years in terms of stock price. Therefore I've already figured out that investing in INTC has little to do with how well Nehalem does on the benchmarks, for example.
Eventually we'll emerge from the mess. Obama said it best, it will get worse before it gets better. By then, I hope to be able to spot the next bubble on the horizon.
Tenchu
Market Data 
Markets 
AI
