Steve Leuthold and Darius Dale: Profiting from Inflation

By on June 21, 2014

Leuthold and Dale InterviewHedgeye senior macro analyst Darius Dale and Leuthold Strategic CEO Steve Leuthold discussed how investors can profit from emerging inflation with Fox Business News host Liz Claman.

Leuthold made the strategic case for owning gold and uranium while Dale said he could beat inflation with gold, REITS, energy, and especially semiconductor companies.

Leuthold even mentioned a Chinese water stock; Beijing Enterprises Water Group Limited.

Back in April 2012, Leuthold was on the record making the bullish case for Apple and airline stocks [link].

7 Comments

  1. Noah Willett

    June 23, 2014 at 8:41 pm

    Normally, a whiff, but not the stench of inflation, would be a positive for stocks as company’s inventories gain value without said entities doing anything.

    However, in this age where stocks have gained mostly merely due to the lack of alternatives created by the Fed, a slight inflation could lead to a vicious readjustment downward as safer alternatives regain their competitive status.

  2. Francis Sample

    June 24, 2014 at 2:26 pm

    The haberdashery on Devonshire/Wilshire no longer has my quill needles. Does anyone know of a suitable substitute?

    • Ronald Wallerst

      June 25, 2014 at 8:33 am

      Mum, a Jersey needle with a titanium coated shank is a perfect substitute.

    • Jenny Bealle

      June 25, 2014 at 1:12 pm

      The Singer Large-Eye hand needle would work too.

  3. Haywood Jablomi

    June 25, 2014 at 11:01 pm

    This is a stock market blog, not a quilt knitting forum.

  4. Haywood Jablomi

    June 25, 2014 at 11:03 pm

    OMFG, I posted a comment and was redirected to myspace! Myspace? Perhaps this is a quilting blog.

  5. Francis Sample

    June 26, 2014 at 10:53 am

    Thank you Ronald. Your suggestion worked wonderfully!

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