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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: ChanceIs who wrote (207491)6/22/2009 3:21:00 PM
From: Wyätt GwyönRead Replies (2) of 306849
 
Long TBT has got to be one of the best risk/reward opportunities out there right now.

that is the market consensus, so it is discounted at best and likely wrong.

aside from the fact that EVERYONE is b**rish on USTs (bullish), here are some other reasons to be bullish:

* risk assets are going to get hammered and go down another 50 percent.
* commodities and commodity currencies are going to get hammered.
* USTs and USD will be flight to safety (it is already happening).
* CPI negative, real yield on long bond is extremely high--really at unsustainable levels given how much debt is in system. these real yields by themselves will cause economy to cr*sh.
* green shoots are a big fat lie. economy is going into a toilet near you.
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