Friday, July 2, 2010

SOS Portfolio update

Both portfolios started in Oct 2009


Portfolio Inflationist DOWN 5.7%

Portfolio Deflationist UP 6.5%

Different of 12.2%

Uptodate - Deflationist camp is leading by 12.2%.

Japan property and stocks deflated, not its services and daily consumables, transport is expensive, entertainment is expensive, food is expensive, hotel rate is expensive.

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