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: russwinter who wrote (11398)	4/6/2004 11:32:10 AM
From: mishedlo	Read Replies (1) of 110194

Did you read Andy Xie? I agree with him for a change. A slowdown in China rather than rate hikes by the FED are what is going to cause this bubble to burst. I assume Heinz would agree as well by his comments on record long positions in commodities and short positions in treasuries. Message 19993577

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