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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Rarebird who wrote (90595)1/19/2008 10:54:03 AM
From: zebra4o1  Read Replies (2) of 110194
 
Doug Kass is so annoying. One of those bears who put much more energy into betting on bounces than capturing down moves. He seems completely oblivious about the seriousness of this credit crisis. That article was from just two days ago and he wrote:

There are fewer credit shoes to drop. The housing/subslime problems that have moved up the credit ladder now seem to be recognized by most. While counterparty risks with regard to credit default swaps should not be ignored, it is likely that few new problems will arise that are as consequential as those that mired the markets over the last 12 months. Consequently, the flight-to-quality trade might be about over now.

Doug, wake up. The 'credit shoes' have just started to drop.

But I do kind of like his shorting treasuries idea. Can't see a 3.86% yield with rampant inflation and a tanking dollar.
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