Monday, November 9, 2009

VCM Strategy Update

Verdant Capital Management is taking advantage of the trends that are occurring and we feel that the current low interest rates that will stay low till the economy and most banks do better; the US Dollar will get weaker because of our low interest rate and debt and the massive trade and debt deficit in this country will ultimately cause hyper-inflation.

Based on these trends we like the commodities in agriculture and oil and also commodities in gold and silver to hedge against inflation, but they have moved too far too fast. We will be looking to buy when the prices come down. We like natural gas and oil and think they are good investments for the long term. We like foreign stocks to hedge against the falling dollar and especially like the emerging markets, such as China. We like them because of their strong growth and will add to that position whenever possible