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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (77935)1/22/2007 7:17:36 AM
From: Real Man  Read Replies (3) of 110194
 
Well, looking for a collapse of the credit bubble is
essentially betting against the Fed. No doubt it will happen
eventually, but "they" will not "pull the plug" on this one
for sure - the Fed and the banks are interested in
prolonging the credit bubble for as long as possible.
The pig men are direct beneficiaries of all the created
liquidity, the riskloves are secondary beneficiaries. The
BA are the losers. This game will simply work until
it does not. Because of the Fed's involvement, the key now
to sustaining the unsustainable is the faith in the dollar.
The bubble will simply collapse under its own weight, once
the Fed is unable to print its way out. We'll
see some very rapid moves in various markets then. However,
the game may last for a while longer. I simply don't see
the "end" right now - the oil got crashed, the longer
term rates are low, the dollar is above 80. The Pig men
have won again. Got to see sharp moves - much higher
LT rates, much lower dollar.
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