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

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To: Crimson Ghost who wrote (2425)11/19/2003 3:12:59 PM
From: mishedlo  Read Replies (3) of 110194
 
You have to quantify "bond bear"
I am a bond bear. A big one.
Junk and corporates are gonna get crushed IMO.
but...
A falling equity market will cause a flight to safety (treasuries)
A falling corporate bond market will casue a flight to safety (treasuries)
A falling junk bond market will cause a flight to safety
(treasuries)

Lots of reasons for treasuries to rise over the near term (next year or so)

If we test that June high, I am a treasury bear as well.

In spite of what anyone thinks I am a bond bear. I think there will be a fortune to be made in it and if there was a junk bond index I surely would be looking to short it at the first chance.

When someone says "bond bear" without defining it, can lead to false assumptions.

M
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