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: Haim R. Branisteanu who wrote (4499)	1/6/2004 6:39:56 PM
From: yard_man	Read Replies (2) of 110194

(dont' get me wrong -- CI is the best value out there for macro newsletters -- absolutely the best for the price) the problem with that piece is the reliance on historical relationships -- relating the decline of the USD to treasury yields to market machinations, etc and looking at prior time periods for guidance as to WHEN this or that will happen, won't be much good ... Toward the end he talks about "global printing" and gets closer to the pt. His recognition that there was no delay between the onset of the commodity bull vs. prior USD tops -- that is one of the tip offs that it really is different this time. Other writings of his also hint that he is waiting for US bond bust as well ... though, he is not as dogmatic about it as some on this thread. <g>

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