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Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG

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To: rubbersoul who wrote (16524)3/26/2010 6:13:47 AM
From: TheSlowLane2 Recommendations  Read Replies (1) of 48092
 
If Gross is correct that the bond bull market is over then it seems logical to believe that some of the assets that are allocated to that market will be reallocated to other sectors. After all the bond market dwarfs all others so even a relatively small reallocation could have outsized impact depending on where it goes. Now, I would guess that pension funds are very heavy participants in the bond market and this notion of a bond bear has to be...unsettling. And they will look around to see what markets or sectors are in- and are likely to be in - relatively better shape. So I see it has having the potential to accelerate the rather tentative moves that pension funds have taken towards hard assets recently.
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