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

To: mishedlo who wrote (5231)	1/16/2004 12:55:57 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Did you notice that Gross dumped his junk bonds much too soon? I also recall that he was (publically at least) bearish on junk near the bottom.

To: mishedlo who wrote (5231)	1/16/2004 1:17:16 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 110194

i blew out all my 10yr and 20yrs this morning. feels like i dodged a bullet. with EVERYBODY forecasting higher rates (48 out of 50 economists surveyed by WSJ forecast higher rates--when was the last time 48 out of 50 economists were right about ANYTHING?), i like the contrarian nature of the bond bull trade. fundamentally, i want "real bad" to believe the arguments of the bond bulls, but at the same time, i am scared shihless by the volatility and the myriad inflationary factors. i decided there was no way i wanted to go into the weekend long. guess a bunch of others decided the same thing an hour or two later.