Rubicon: And in a Cold Sweat

``A good nasty inflation at this juncture will not only quickly disassemble the benefits of the bullish disinflation of the last eight months, but turn the economy completely on its head into a new spiral. In turn this will require a complete new survival approach. The problem we face now will be the possible rapidity of a new inflationary spiral... Just sitting on US based cash will be the worst thing to do. This will require a high level of analysis which very few have the ability to guess at which companies might be doing a good job of hoarding materials ahead of time, or who does the best at price speculating.''