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

To: ild who wrote (13169)	5/4/2004 11:32:36 AM
From: ild	Read Replies (1) \| Respond to of 110194

Date: Tue May 04 2004 11:11 trotsky (the bond market) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved the bearish consensus in this market is absolutely breath-taking. apart from the over 99% bearish consensus in Ryde bond funds, we have now THIS picture in the 10-yr. note futures: safehaven.com softwarenorth.net i conclude that economic reports from here on out are going to be surprisingly WEAK, and it even seems likely that some sort of financial crisis will develop soon ( housing bubble popping? China? ) . in any event, i have NEVER come across a bearish consensus that widespread and deep. deflation anyone? when an entire market leans ONE way, that market is almost certain to go the other way.