Monday, April 4, 2011
Executive Summary
- GDP growth requires energy, and the Fukushima disaster has just set back nuclear's expected contribution by years (decades, likely)
- Trading strategies for an end to QE, by asset class (stocks, bonds, currencies, commodities, precious metals, real estate)
- Why this will be more damaging to the economy than the 2008 correction
- Fukushima's likely impact on the energy market
- Why the priority now for investors should be on wealth preservation
- The odds QE will resume later in the year
Part I: A Global Tsunami, Courtesy of the Fed
If you have not yet read Part I, available free to all readers, please click here to read it first.