SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (6374)1/28/2004 6:37:24 PM
From: yard_man  Read Replies (2) | Respond to of 110194
 
Agree with your post, except -- the CRB has been on a tear for quite a while -- how come inflation hasn't been in the official numbers already, russ??

Whether or not they show up in the official numbers or not -- the facts are still widely known -- if the bond markets are efficient -- why don't we have higher rates already??

You can say manipulation by Asia -- but then the idea that there is going to be some specific trigger because of changes in official numbers looks rather dubious, no??



To: russwinter who wrote (6374)1/28/2004 8:03:32 PM
From: Crimson Ghost  Read Replies (2) | Respond to of 110194
 
Dumped half my junk fund today. Down just modestly, but I fear much worse to come. The worst possible world for junk -- rising rates AND rising credit spreads.