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: Jim McMannis who wrote (61273)	5/17/2006 8:16:11 PM
From: mishedlo	Read Replies (2) of 110194

What amazes me is that we've known inflation is rampant for years and the FEDs have been cooking the books. NOW, all of a sudden, looking for an excuse to take profits, the marketeers suddenly discover "inflation". Who ever thought a few 1/4 point hikes would get the FED in front of inflation? Like a 10 year bond at 5.17% was EVER going to slow anything down... Talk to me at 8% or 10%. I certainly agree with the first half of your post. I violently disagree with the second half. You are ignoring all of the people that essentially went on margin at 1% now looking at 5% payments on their houses. Many if not most can not afford it. Fewer still will be able to afford it in the upcoming housing collpase and associated layoffs. I have been on the sidelines of treasuries for quite some time. I am now, as of today officially bullish, but no I do not have any myself yet. Mish

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