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General Investment Themes from Barron's Roundtable

BY MATTHEW BRADBARD | JUNE 15, 2009 | 12:21 PM | 0 COMMENTS

Barron's roundtable did not disappoint as some of the most influential financial minds were interviewed on what has happened and what is to come, oddly enough we agree with most of what was said. The general themes were: gold should be in your portfolio, a correction in equities is coming, the paltry returns in Treasuries do not justify an allocation, at some point the Fed will be forced to raise interest rates, and finally, the actions by the government should cause inflation if not hyperinflation. Sounds to me like a recipe for a continuing bull market in commodities.

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