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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: bart13 who wrote (108762)	6/11/2010 7:04:05 AM
From: TH	Read Replies (2) of 110194

bart, Sorry for the delay in my reply, but you give me so much good stuff I need time to take it in and reflect a bit. The LL piece is probably the best explanation I've heard yet. Thanks. Regarding a short on the treasuries. Yes, it is a difficult play and littered with dead players. It is possible to play some of the swings, but my real objective is get short at a point that the rate on ten year is just fundamentally unsound. What could that point be? It is hard to be precise right now, but the turn will happen when awareness of pervasive inflation increases. More on this later, as 3D demands are calling me now. More after I have time to really study your charts. Thanks TH

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