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

To: glenn_a who wrote (6124)	1/24/2004 9:23:19 PM
From: loantech	Read Replies (1) \| Respond to of 110194

Almost makes you want to by some gold mining stocks right Glenn? <g>

To: glenn_a who wrote (6124)	1/25/2004 8:40:02 AM
From: Crimson Ghost	Read Replies (2) \| Respond to of 110194

I did listen and agree Coxe was excellent. In the past I have commented that we now are in a situation where stocks either continue to surge or go down hard. I think the same applies to bonds. Mish could well be right about T-bonds dropping well below 4% soon, and I think I will be right about much higher rates a year from now.

To: glenn_a who wrote (6124)	1/25/2004 7:28:08 PM
From: russwinter	Respond to of 110194

I agree completely with Coxe's view on the "sociology of ownership" (screwed up and completely dominated by the BOJ, not "real buyers") of US treasuries and agencies. He describes it well, so I'd recommend listening to the first twenty minutes of this. In some respects I sense that even Coxe is behind the curve on the endogenous event of inflation outbreak. He did say, that it "would start to rise". Of course I believe it is already quickly upon us, and building rapidly. In fact I believe it is already entering the crack-up boom stage. If the BOJ wasn't distorting the market (foreign custodial holdings were over $22 billion this week), the bond market would be signaling this.