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

To: russwinter who wrote (8008)	2/13/2004 11:17:27 AM
From: yard_man	Respond to of 110194

>>There is no way you'll want to be long notes, EDs and bonds during the train wreck that is now unfolding.<< I think where we differ is the rapidity of the drop off in economic activity -- you have the super-tanker model -- takes while to turn. I'm more with the Titanic model -- I think the falloff in real economic activity will be abrupt enough that any rise in rates will be so short-lived, IF it happens at all, that it will be able to be ignored.

To: russwinter who wrote (8008)	2/13/2004 11:24:13 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Question for Russ: Do you think (as I do) that AG's goal is much higher US and global inflation? I am not sure if you agree or think that AG is simply making an honest mistake in underestimating the inflationary potential of his policies.