Seems the trend commercial real estate loss could reach 40-50% this year, so commercial loans could default, not to mention consumer Option-ARMs and Alt-A loans resetting , which is more likely than not to plunge the US economy back into a another recession or worse depression. I don’t see inflation as a problem now but more deflation. I would like to hear other opinions and please pass this question on. So … how would you counter invest this possibility? Diversity seems obvious, but in what categories?
Basics such as agriculture may become a prime opportunity, perhaps even more than precious metals?