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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: CalculatedRisk who wrote (75103)	12/9/2006 1:03:06 AM
From: daveinmarinca	Read Replies (2) of 110194

Don Coxe is back from India and has been hard at work....today's conf call.....unprecedented global liquidity from so many diverse int'l sources of money combined with literally 1000s of specialized hedgefunds (so many hedge funds that if/when you lose a half dozen, it doesn't effect the integrity of the whole!...actually is reducing systemic risk) combine to facilitate a positive correlation in growth/cap appreciation of long bonds (30yr treasury 0 coupon) and equities! <http://events.startcast.com/events/199/B0003/code/eventframe.asp>. One outcome....the fed cycles are becoming less and less relevant. We (in the US) are looking at the trees (probability of a recession based on an inverted fed yield curve) and missing the forest (global financial markets are literally flooded with liquidity seeking investments/returns). Milton Friedman, "Money Matters Most" applied on a global scale.

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