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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (4717)1/10/2004 11:11:36 AM
From: orkrious  Read Replies (1) of 110194
 
I stopped reading maudlin a while ago. In a long-winded way, he hedges enough that he will never be too wrong. I also think we're only going to muddle through until the economy implodes, which I don't think if very far off.

I think Noland's piece is outstanding and he is right. We are in the throes of a speculative credit blow off and the only question is when does it end (or is it ending now?). His talk about rates falling enough for another round of refis does make me nervous since I shorted a little NCEN yesterday. To me the issue is will rates fall before the stock market tanks. I doubt they will. If they do, it might postpone the day of reckoning a little. However, my guess is right now we are on the precipice and we go down soon.
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