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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Little Joe who wrote (5915)1/23/2004 10:08:01 AM
From: mishedlo  Read Replies (1) of 110194
 
I don't see these markets discounting deflation. They are discounting inflation and that is the decisive factor for me. If these markets do a sea change, I likely will change my view.

Little joe

There was a ton of money taking the deflation side (either real or presumed) All you had to do (and still do IMO) is buy eurodollar type plays in the currency of your choice. I am in 3. By the time the market admits this, that yield curve an invert and I will be cashing out.

M
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