SI
SI
discoversearch

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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MythMan who wrote (385871)5/8/2009 11:04:59 AM
From: Real Man  Read Replies (1) of 436258
 
Sensing mucho printin' to stop the demise of bonds. If that
does not stop but accelerates it, we'll be into mucho stock
market crashin' scenario. If it stops it, stocks will soar.
The fate of the whole recovery thing rests on T-bond not
crashin'.

U can buy stocks and win for now, but the bond black swan
is out there waiting to strike. Take your bet. The only market
waiting for a moon chot is gold. It should soar in both
scenarios, although it is highly susceptible to PPT selling,
pending they got some gold to sell still.

My tentative scenario is that the bond does not crash
right now and we see a global recovery in 2009, weaker in
the US. So, stocks dip and rally. Nobody wants a black swan
in bondz. So, mucho printin', no bond crash.

The other side: who really wants to buy 'em??? Should
we count on Chinatown? We got a whole lot more to sell
than China can buy. The bond not crashing stuff can
only be achieved through major derivatives buying,
which, perversely, requires lower clownbuck.

P.S. Very tempted to sell RIMM in addition to GM -g-
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext