The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GST who wrote (88512)	11/6/2007 8:30:46 PM
From: John Vosilla	Read Replies (1) of 110194

I think at this point the question is to what extent can the government continue to under report inflation, over report real GDP and continue monetizing the back end of the curve with no ramifications and the bond market continuing to buy the current story thus protecting extended multiples on valuations of various asset classes... Just imagine a world where tomorrow long term rates were priced at where they really should be..

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next