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

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To: Paul Kern who wrote (75662)	12/14/2006 3:45:23 PM
From: $Mogul	Read Replies (1) of 110194

Think about this, if they bought Wall Mart which would be a drop in the bucket they would then own 10% of all US purchases, and a increasing portion of US GDP. US obviously would never let that happen but due to trade restrictions (you hope) but intriging to note. You can see where this is going. US Treasuries relative to stock valuations look relitively cheaper historically to me. VIX working on 1993 lows around 9.3 reconstituted. Here is a question for you, do most global investors buying US markets like candy currently speak english? Would be a interesting poll for sure.

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