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: mishedlo who wrote (63580)	6/13/2006 8:33:31 PM
From: gregor_us	Read Replies (3) of 110194

Hi Mish, That's All True. However, as I Think the 23+ Year bull market in US bonds is now over, it would only be temporary. Without govt debt of 8.3 trillion, and guaranteed to climb further, and faster, I would be a super-bull on T-Bonds. The deflationary forces unleashed via private sector debt would secure a Japan-like destiny for US T-bonds. But that's just my view. imo, recent T-Bond strength is a counter-trend rally and should be sold. The USD strength is the same, and should be sold. Hey Mish you've probably read a bunch of stuff from Antal Fekete, yes? His writing is a bit dense for me, sometimes cryptic but he has a nice bread and butter notion that capital flows between the shores of bonds and commodities. It looks like for the price of a Slowdown Threat, the FED has engineered a counter-trend rally in T-Bonds--and pulled the tide back. For now. Best, LP

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