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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: mishedlo who wrote (203510)11/8/2002 8:38:50 PM
From: Knighty Tin  Read Replies (2) of 436258
 
Mish, If we get deflation, and with a Greenscam Fed combined with a Punky Bushter white house and no grownups in Congress, it looks like we're heading that way, then super high quality bonds are golden. I still think high grade munis are the best play in town, especially after the recent crash. High relative yields, and the leveraged funds are able to borrow one week AAA money at about 1.5% now. The folks who panicked out of quality bonds to buy Intel and IBM are going to be very sorry. Junk bonds, though, will be death on a stick. The key is figuring out where the junk starts and the high quality ends. I know AAA and AA will remain golden. I'm not as sure about A ratings. And BBB will have a tough hoe to row. I mean a tough hoe like Courtney Love. <g>
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