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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (40708)	12/19/2010 3:40:02 PM
From: Spekulatius	Read Replies (1) of 78748

My concern is that the cracks in the bond market start to widen, there is the muni crash, the Euro troubles and finally some concerns about the sovereign AAA rating for the US. I think the bond market is the biggest bubble there is and certain asset classes that are anchored buy bone valuations (MLPs, REITS etc.) and have soared as well could go bust. The FED is extremely long bonds (through all the interventions, QE1, QE2...) and could sustain extremely high market to market losses if bonds falter. If this matters, I have a hard time telling but I don't see that we get paid for all this risk. The fact that almost nobody seems to care about this does not make the market less risky, imo. I agree that energy, large cap high tech and some regional banks are still good values, but those are exceptions.

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