SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Crimson Ghost who wrote (37276)7/29/2005 4:45:17 PM
From: russwinter  Read Replies (2) of 110194
 
<but have a firm conviction that the bond bulls are going to get taken out and shot one of these days.>

I'm looking for more of a big credit widening and flight to safety event. The Treasury yields may now be misleading, if MBS, agencies (widened 2 bp more than Treasuries in today's rout) and junk debt get routed, big important distinction.

I'd say it's early on the commercials and Yen. Not too useful as an exact timing indicator, but I'll bet they get it right.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News