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

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To: russwinter who wrote (4701)1/9/2004 8:55:12 PM
From: mishedlo  Read Replies (1) of 110194
 
I also failed to mention a couple of other things.

1) I love this board title. I have commented on this several times publically on my board on the FOOL. I post links from you personally all the time, on enegry, on treasuries (even though you disagree with me), and on other things as well.

2) I am a bond bear. Just NOT treasuries. I think junk and corpoartes are going to get SLAUGHTERED on the basis of CREDIT RISK.

3) I find it interesting that bond bears are in total junk and if they get out intend to get back in on the next dip. Is that really being a bond bear? (no offense to Fillmore).

4) Greenspan sees the "mistake" that Japan made and does not intend to let it happen here. He is beyond reckless. The FED will buy the long bond if forced. That is my next cushion (remember short way OOTM time is my best friend).

5) I agree interest rates are too low. My opinion on that is totally meaningless! Greenspan's opinion is not meaningless as he is in control (for the time being, and that time being can be CONSIDERABLE)

Mish
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