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: russwinter who wrote (1828)	11/4/2003 4:36:44 PM
From: ild	Read Replies (1) of 110194

Investment Outlook Bill Gross \| November 2003 Two Different Worlds (We live in...) pimco.com The banks are levered 10 parts assets to one part capital to begin with. The hedgies the same. Agencies even more. As their asset durations move higher, the more susceptible we become as an economy to going kaput as well should interest rates rise. All the levered players mentioned above are making hay while the short borrowing rate is at 1%. Change that borrowing rate by much Alan Greenspan and you risk another bubble popping – this time the U.S. economy

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