TheStreet.com RealMoney
Hedging Inflation With Foreign Utilities

By John Reese

About this article:
From John Paulson to Warren Buffett to Steve Leuthold, several top strategists have recently warned that serious inflation could be on the horizon for the U.S. Given how much money the government has spent and pumped into the financial system, it's hard to argue with them. The odds that the Federal Reserve will time its excess liquidity mop-up just right seem low, and -- considering the length and breadth of this recession and the ballooning national debt -- the odds that the Fed will try to err on the side of too much inflation rather than another potential round of deflation seem high. With an inflationary climate potentially looming, I decided to have my Guru Strategy computer models -- each of which is based on the approach of a different investing great -- look outside the U.S. for some top inflation-hedging plays. I focused in particular on...

You have just read the beginning of a premium article from our RealMoney Service. To read the rest of this article and sign up for a FREE trial please click below.

ACCESS STORY & START A FREE 14-Day Trial
Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET.
Outside the U.S. and in Canada, call 1-212-321-5200.



Already a RealMoney subscriber? LOG IN.
Username:   Password:
Forgot your Password? Click here

Page data is submitted securely.




If you choose a 14-day free trial of RealMoney and you do NOT call to cancel within those 14 days, you will pay $129.95 — a $100 savings off the regular annual subscription price of $229.95. Unless you cancel before the end of that year, your subscription will automatically renew for another year at the then-current subscription price.

Offer applies only to new annual subscriptions, and is subject to change at any time. Void where prohibited.

If you choose a monthly subscription, you pay $34.95 per month. You will be notified if the current monthly rate of $34.95 changes at any time in the future.

TheStreet.com is a publisher. None of the contributors or their affiliates will provide you with personally tailored advice concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. From time to time, any or all of the contributors or their affiliates may hold positions in securities mentioned and they may trade for their own accounts. In cases where the position is held at the time of publication, appropriate disclosure is made.

© TheStreet.com, Inc., 14 Wall Street, 15th Floor, New York, NY 10005.