Unless we get real deflation in a worsening economy, in which case one would royally screwed up the ass.
Ho... By the way ! I forgot one thing. If you don't own your house just buy one. If you already own a house but still has some borrowing capacity buy some real estate and rent it (with all the insurances and all of course). Finance it 100% with a credit (fix rate). Here in France we have some nice rate again (3,8% for 15 years). Real Estate with a credit at such low rate is a nice inflation play ! Cheers M.
great stuff chaps. am curious about using eurodollar futures.... nice liquid instrument to trade but which month/ months to trade? anyone out there trade them? keep it coming!
You really shouldn't... Do you have a view on how the Fed is going to react to inflation? Do you have a view on the timing of Fed hikes? What about LIBOR? Also much depends on the time horizon of your view, as Eurodollars may not go out far enough.