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To: Sig who wrote (11020)7/27/2003 2:53:05 AM
From: pbull  Read Replies (1) | Respond to of 13815
 
I wish I had a scanner so I could post a chart of the assets under management of the Rydex Juno fund, which shorts government bonds. Since I don't, it looks just like a chart of SINO.com or whatever. I mean, it is parabolic, the amount of money leveraged short U.S. and Japanese bonds. Someone in Barron's called it the short of a lifetime. Felix Zulauf, a Barron's Roundtable guy who doesn't get excited about anything, called it at least the short of a generation. This is a slam dunk no-brainer, and I would recommend to anyone that shorting bonds is a long-term short and hold that will make you big bucks.
Continued with next post...

PB



To: Sig who wrote (11020)7/27/2003 3:26:35 AM
From: pbull  Respond to of 13815
 
This is the mirror image of 1982. Can you image buying zero coupon treasuries in 1982 when government bonds yielded 12 percent? Lord A-Mercy. Now leverage that, and hold it for 20 years. Uh huh.
The markets remain dynamic. This is good, compared with the alternative.

PB


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