6/2/08

The crowd will be wrong....one more time

Headline from the Financial Times: Bond yields hit high as inflation fears mount.

The press is full of stories about rising inflation, commodity shortages, and Malthusian conclusions.

Governments around the globe are busy setting policy decisions to solve yesterday's problems and create tomorrow's crises.

Inflation and commodities have probably peaked. Time to take action ahead of the crowd.

More, much more when you subscribe to The Peter Dag Portfolio on https://www.peterdag.com/.

George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977

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