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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Crimson Ghost who wrote (38187)8/9/2005 12:10:15 PM
From: mishedlo  Read Replies (1) of 110194
 
While they could be correct, the reason given is preposterous and shows two things

1) unmitigated desire to spin anything positive
2) lack of clear thinking

Certainly a better reason would be slowing worldwide growth in response to higher energy prices. If there was slowing growth and little pass thru of rising prices in manufactured goods then yes it should in theory be goods for bonds. If there is pass thru then it would probably not be good for bonds.

That is the correct way to look at it.
Mish
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