Inflation backlash?! Despite the global slowdown, that's what Rob Lutts predicts. So the founder and CIO of Cabot Money Management suggests preparing an anti-inflation strategy: gold ETFs and stocks.

"The action of central bankers globally is going to do two things for investors," Lutts explained. "It will debase the value of currency; and unleash — eventually — inflation."

"Not next month, not next quarter, but we think inflation is coming back."

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And with world gold production down 10 percent from its year 2000 peak, he predicts the precious metal will hit $1,000 over the next six months, and $2,000 over the "next few years."

Recommendations:

Lutts likes StreetTracks Gold Trust

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[GLD  Loading...      ()   ], Market Vectors Gold Miners

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[GDX  Loading...      ()   ] and Barrick Gold

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Disclosures:

Disclosure information was not availabale for Lutts or his company.

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