baw703916 wrote:If one if of a mind to pick individual stocks, my advice is to use the Boredom Screen. Companies that people react to with disdain or better yet, indifference, have the best chance of being undervalued.
keep an eye on Japan. If they are serious about printing money, and they do it, then the lightbulb goes on in the world, that actually there is a cure. The best solution to a debt-deflation spiral is monetary recklessness. If they can prove that thesis then the door falls open.
And that could put value through the roof, because value stocks (should be, not sure empirically) are relatively more inflation sensitive.