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Robillard - The gurus I agree with expect an inflation that does not require unemployment to decrease.

OP - Gold and other physical assets and related investments will do well during inflation. During the crash, physical gold was one of the best performing assets. Even though the spot price went from $1000 to $700 per oz., apparently you couldn't buy an oz. for less than $850 or more as premiums and demand skyrocketed. The quoted spot price isn't the whole story.
 
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