The Residential Real Estate Crash Index 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 Residential Real Estate Crash Index

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ChanceIs who wrote (207491)	6/18/2009 8:19:13 PM
From: Perspective	Read Replies (2) of 306849

It's a rare pleasure to find those setups where you go "gee, if A happens, then security X goes down, but if A doesn't happen, security X goes down as well." I agree that if the recovery were to continue, bond yields would keep rising. And if Bernanke keeps monetizing, bond yields will also rise. However, I think that Bernanke knows better than to monetize much more. It's completely self-defeating, and he knows it. The market has called his bluff. Thus, I come to a different conclusion about TBT. Bernanke is boxed and can't afford to buy up much for paper since it would only end up boosting rates further. And the green shoots crowd has been smoking something. I think the inflation scare will soon wane, as we revisit the nemesis of deleveraging: deflation. `BC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next