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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (4826)1/12/2004 8:32:23 AM
From: russwinter  Read Replies (3) | Respond to of 110194
 
Jay, you might want to consider hedging the "anti-debasement play" with a June 2004 Eurodollar short, just in case what seems so obvious turns out to be mostly moral hazard. As you say, it's the Year of the Monkey, deceiving. Wouldn't the ultimate moral hazard deception turn out to be that the Fed started leaning toward a bit more responsible behavior. That would be a trip.


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