The following is a link to a FORBES blog page, so there will be a couple of commercials that will display before the post, but it is a very interesting article:
http://blogs.forbes.com/robertlenzner/2010/09/27/john-paulson-sell-bonds-buy-stocks-double-digit-inflation-coming/
If this is true, I think the evidence will become apparent by the summer and interest rates will begin to rise shortly. It is a good time to buy a house!
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