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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: glenn_a who wrote (6381)1/28/2004 7:19:44 PM
From: mishedlo   of 110194
 
Is this a fair analysis in your opinion?

Regards,
Glenn


Absolutely 100% dead on.
Corporate bonds and junk bonds are not priced for risk.
Is there a risk of default on US bonds?
If so put every damn thing you have in gold and silver.
Actually I believe that risk is there, but we are nowhere close to the breaking point.

M
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