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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: jimsioi who wrote (26400)2/14/2005 9:06:25 AM
From: russwinter  Read Replies (1) of 110194
 
I haven't heard the FSO interview yet (I'll listen to it today, sounds like an important one), but these charts really nail it, especially because he picks up strongly on the foreign CB role in this. No, I don't think the rollover in liquid assets is inflationary, but look at the 15% trend slant pipeline leading up to it. It goes back to my Uncle Ernie question, will the Fed revert back to form?
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