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Strategies & Market Trends : Bonds & Bond Funds
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To: Archie Meeties who wrote (149)1/29/2010 9:41:54 AM
From: Cogito Ergo Sum   of 161
 
I'm > 70% cash and out strongly lots of yield plays ... Considering the % of GDP attributable to inventory building though I cannot really see this as more than a blip at this point wrt to rising interest rates significantly..

EDIT: Lots of my yield plays were trusts so there is the end of 2010 issue I'm considering also...
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