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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (4678)1/9/2004 6:21:04 PM
From: yard_man  Read Replies (1) of 110194
 
>>It will be Prof Plum (the Fed and other CBs), with a lead pipe (surprise rate increase), in the kitchen (to support the USD, and cool off input inflation).<<

They are looking farther out and aren't concerned in the least about inflation. They know better.

Here is an idea: If you are absolutely convinced that rates are going higher -- why not short the industry most dependent on the continuation of low rates: Housing.

If you are wrong on rates -- they go down and not up -- you may still make some money shorting housing as the credit bubble fails.

If you are right -- you will make much more than if you had shorted treasuries.
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