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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: John Vosilla who wrote (51486)1/26/2006 12:57:12 AM
From: bond_bubble  Read Replies (1) of 110194
 
Can the Fed prick the credit bubble little bit and then stitch it back and start blowing air? There is lot of illiquid positions people are holding and the hedge funds are valuing these illiquids high so that they get lot of bonuses. There is lot of mortgage related frauds. Today lot of companies are signing long term contracts for energy, materials at high prices. This was not the case in 2000. I dont think I'll plan my investment assuming this is possible. i.e if RE falls or stocks fall, I wont be rushing in to scoop them. I'll always be cautious. I'm planning to buy some "put" options though (on stocks). That is the only optimism I have: My puts wont become worthless in the recession and that the counterparty will not go under until I cash the "puts"!!!
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