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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: andiron who wrote (81999)5/22/2007 1:43:49 AM
From: John Vosilla  Read Replies (1) of 110194
 
10 year treasury is slowly creeping up to spoil the party? Maybe some big fish who has been reading Mish's blog for too long has now zeroed on what Mike Johnson is saying here and realized holding t-bonds long term yielding just 4.6% was a bad move.. Everyone on Wall Street in lala land these days swimming in a sea of invincibility. Seems to me the deflation hounds and the housing bust gave them extra amo to delay the inevitable huge jump in cost of debt coming and create even more financial weapons of mass destruction, liberal use of cheap cost of capital and support of stretched asset values to promote favorable IRR's on revised equity/debt structures ..
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