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Strategies & Market Trends : Heinz Blasnik- Views You Can Use
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To: LLCF who wrote (4015)1/4/2004 12:47:57 PM
From: GraceZ  Read Replies (2) of 4909
 
As to MO on the markets: It seems clear that the increased fungibility of labour pools around the globe is lowering real live average living standards of workers in the US.

In what time frame?

Government in the US will become more worker friendly and less corporate friendly over time as capital returns at the expense of labour have become untenable.

Good grief I hope not but if people like you guys, who think you're Austrians, want things to move towards more socialism then we have little hope they won't go that way.

Government will be forced to as things get worse, the media will whip things up.

Yes, the media will continue to get most everything wrong and forget that they did as they change with the wind.

Corporations are no longer tied to the US worker, and there will be consequences.

Good ones.

Shorting the long bond as a long term investment seems a no brainer.

Interest rates, unlike equities, don't exhibit the same regression to the mean, they exhibit "aversion" to the mean. Once a trend is in place it has a higher probability of continuing than reversing. Plus, if I'm to believe the predictions for a debt induced deflationary melt down called for repeatedly on this thread and others then I'd have to say this is in fact a "no brain" play. If I believe the calls for a return to massive inflation then shorting bonds makes sense. I don't think that either future is determinable at this point so I prefer the sidelines in regards to Treasuries.
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