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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (3621)	4/5/2004 6:52:58 PM
From: russwinter	Read Replies (1) \| Respond to of 116555

Well, I don't think so at all on the shorting of treasuries. So it sounds like our split on the issue can be broken down again in the same way: I think inflation (even if it is short lived) is going to smash bond holders and prices. Plus I think the false and totally dominant mercantilist buyer, Japan won't be around sufficiently to handle the mountain of supply. You on the otherhand seem to feel a weak economy is all that's needed, even in the face of obvious inflation at the intermediate goods level (not my view, yours, I say it's at the finished good level too). Under that set-up, buyers materialize with bids. I guess it's the same old buyers too, leveraged hedge funds and speculators, and the continued looting of Japanese taxpayers to fund FEFs for intervention. And I suppose maybe the Fed starts monetizing now, that would be a classic. Has to be that bunch, really no anybody else of significance to do it. LOL.