The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: glenn_a who wrote (920)	9/21/2003 8:51:25 PM
From: t2	Read Replies (1) of 110194

Donald Coxe's latest institution conference comments on US$ weakness, the end of the bond bull, and the beginning of a commodity bull. Always enjoy Coxe's analysis. It seems that US$ weakness does not seem to be that well linked to weakness in bonds. Saw a commentator who was bullish on bonds and said if one is bearish on the dollar, then the strategy is to short the dollar and NOT short bonds. So far it appears that logic makes more sense than shorting bonds if one is bearish on the US$. Not saying both cannot weaken but it is something to think about. Looking for 30year yields to go below 5% before this latest drop in the dollar is over..and then maybe try shorting bonds at that point. (IEF and TLT)

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