Should I be worried about deflation or inflation right now?
November 8, 2010
It’s so weird out there right now – it seems deflation is happening in some areas, where inflation is happening in others. So no pundit has got it right. My house is still losing value, and my NYC-LA non-stop plane ticket for Thanksgiving costs 219 usd. Food is more expensive these days, especially produce, and so is gas, so I’m definitely worried about the dollar.
If the dollar keeps losing value, you have to look for investments that do better from that economic trend. Some of the staffing companies seem to be good hedges. The ones with the strongest inverse correlation to the US Dollar will fare best for inflation. Here are a few:
Korn/Ferry Intl (KFY = decent) http://www.hiddenlevers.com/hl/u?bLuw9U
TrueBlue Inc (TBI = decent) http://www.hiddenlevers.com/hl/u?9SoVeZ
ExlService Holdings Inc (EXLS = decent) http://www.hiddenlevers.com/hl/u?cOAAKa
Kelly Services (KELYA = awesome) http://www.hiddenlevers.com/hl/u?bauXEQ
51Job (JOBS = awesome) http://www.hiddenlevers.com/hl/u?djn5IW
