More bullish talk about gold from Brian Hunt in DailyWealth. Brian uses what he calls the gold/hog ratio – a measure of gold versus consumer purchases – to show how gold has seriously outperformed consumer stocks…
When times are hard consumers cut back on luxury items. But they don’t cut back on beer.
On Sunday Anheuser-Busch (BUD) accepted a $49.9 billion takeover bid from Belgian-based InBev (INB). This consolidation in the market has sent brewery stocks rallying while US benchmark indexes tumble.
If the takeover goes through, Ian Davis in The Growth Stock Wire says InBev will be the undisputed leader in the global market. This is not only a safe option during an economic downturn, but it’s also a great way of investing in emerging markets…
“When people think the sky is falling, they don’t want to lend money” says Bill Bonner.
“Why bother?”
“They think they won’t get it back… But there’s the paradox: the sky is said to be falling…but investors aren’t running for cover.”
You cannot open a newspaper without reading of major job cuts. The banking industry got slammed, now the ripples are spreading throughout the pond.
