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: russwinter who wrote (53553)	2/12/2006 2:56:39 PM
From: mishedlo	Read Replies (1) of 110194

Russ, other than your view on treasuries (I see no position taken in the article) your post is 100% compatible with my views. I have pointed out many times that there was not that much reduction in the CPI in Japan. Japanese assets got clobbered year after year after year in in the unwind of credit bubble. I will do a blog on this, but I agree with almost everything in that article, at least at first glance. Mish

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