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: yard_man who wrote (2569)	11/24/2003 6:09:33 PM
From: Jim Willie CB	Read Replies (1) of 110194

current threats to LT rates are many now and some critical ones are very new rising JYen currency rising commodities Chinese response to trade friction rising federal deficits ended REFI movement, leading GSE's to unwind hedges that is just for starters the top three are all new let's wait and see if Ten-yr yield is below 5.5% by this time next year, I will eat your stained shorts July gave you a preview of bond revolt shocks you might have slept thru the class I expect bond revolt, part deux over the winter and into spring / jim

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