SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Waiting for the big Kahuna
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: William H Huebl who wrote (56166)11/6/2001 10:56:29 PM
From: Real Man  Read Replies (2) of 94695
 
It's just a bubble effect in US bond market - lower rates are allowed without dollar going to Hell cause we are in a bubble. As bonds rally, foreign investors invest more in them, thus producing a counter balance to the trade deficit. Unfortunately, as the Fed runs out of steam, this will end badly with the collapse of the bond market, stock market, and the buck. There is pretty good correlation between long bond price and money supply - proves we are in a bubble. GSE @work.

The size of the interest rates/forex derivative bubble is much larger than the stock market bubble. JPM ALONE holds about 23 TRILLION in forex and interest rates derivatives. That's more than total stock market capitalization at the peak in March-2000
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News