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: glenn_a who wrote (6381)1/28/2004 7:19:44 PM
From: mishedlo  Respond to of 110194
 
Is this a fair analysis in your opinion?

Regards,
Glenn

Absolutely 100% dead on.
Corporate bonds and junk bonds are not priced for risk.
Is there a risk of default on US bonds?
If so put every damn thing you have in gold and silver.
Actually I believe that risk is there, but we are nowhere close to the breaking point.

M



To: glenn_a who wrote (6381)1/28/2004 9:02:13 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
mish answered for me <g>

I do agree it is more like the 1930's, but still some differences ... I do expect dividend yields to rise on stocks ... the only way they possibly can (lower stock prices).

Tech notwithstanding -- I'm not sure we've not crashed yet -- as far as equities are concerned ... but I do think it is possible -- even though a supposedly low probability event <g>


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News