2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 414.48

+0.7%

Jan 9 4:00 PM EST

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To: TobagoJack who wrote (50794)	6/1/2009 7:58:40 PM
From: KyrosL	1 Recommendation Read Replies (2) of 219226

This is how the market forces politicians to act. From today's WSJ: Ed Yardeni, president of Yardeni Research, said in a note to clients on Monday that several hedge funds he's been in contact with have begun to short Treasurys more aggressively. "They've joined other bond vigilantes in recent weeks to push yields higher," said Yardeni. "The ones I met in Connecticut believe that fiscal and monetary policies are out of control. They see huge federal deficits putting a great deal of pressure on the Fed to monetize the debt," by effectively printing money to pay off the Treasury's obligations. The 30-year bond rate almost doubled since last December. I boosted my hedges today to neutralize my stock and corporate bond exposure, since I am starting on a two month Greek vacation where I don't intend to trade much. My portfolio allocation right now is: Cash & TIPS 52% Gold and other physical commodities 5% Stocks 3% Municipal bonds 27% (i am in a high tax bracket) Corporate bonds 6% Emerging market bonds 4% Hedges 3%

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