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To: pater tenebrarum who wrote (83608)1/18/2000 1:50:00 PM
From: Cynic 2005  Read Replies (2) | Respond to of 86076
 
<<but i think a sort of ST capitulation bottom in the bond is near...it may lead to a short covering rally similar to the last one. bullish consensus on bonds is now 17% and the Rydex bond ratio sits at an all-time high(3,24). >>
The lunatics seem to bet on this scenario too. What if... nah..



To: pater tenebrarum who wrote (83608)1/18/2000 1:52:00 PM
From: IceShark  Respond to of 86076
 
stfu! -g-



To: pater tenebrarum who wrote (83608)1/18/2000 1:53:00 PM
From: MythMan  Read Replies (1) | Respond to of 86076
 
>>but i think a sort of ST capitulation bottom in the bond is near<<

Not if stocks stay bubbly imo.



To: pater tenebrarum who wrote (83608)1/19/2000 1:44:00 PM
From: re3  Read Replies (1) | Respond to of 86076
 
<< a massive re-allocation of assets
from stocks into bonds, a la '87. my guess is it may be foreign funds leading the charge...

don't forget the hot summer of 1998...long bond down to 4.7

what was that line, everybody into the pool ?