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: Wyätt Gwyön who wrote (12137)	4/18/2004 3:20:41 PM
From: mishedlo	Read Replies (1) of 110194

Have you changed positions on treasuries? Just curious. I agree the US may default but is that likely in the next 10 years? 4? 8? 15? 20? Timing it is sure going to be hard. In the meantime we have a genuine overinvestment boom in China that China is trying to contain. I think they will. When people are up to their ass in debt and credit, exactly how is raising rates going to solve anything. It will bankrupt everyone sooner and if that is the "solution" not sure how good a one it is. I hardly see the collapse of housing as the solution to anything. Will it come anyway? Yes I believe it will. As for China floating, or repegging, take a look at couple new posts on my board today. Not gonna happen IMO. Ask me again in 2 more years. Mish

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