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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 (13213)5/5/2004 12:19:17 AM
From: mishedlo  Read Replies (5) | Respond to of 110194
 
This guy is bearish on Treasuries but like CA bonds.
Personally I think he is off his rocker.

Mish



To: ild who wrote (13213)5/5/2004 2:51:17 AM
From: steve susko  Read Replies (1) | Respond to of 110194
 
$445k to pimco is like an individual buying a $1 worth of mutual fund. Hardly a vote of confidence.



To: ild who wrote (13213)5/5/2004 9:09:43 AM
From: Knighty Tin  Read Replies (1) | Respond to of 110194
 
ild, Hmmm, is California the country with the better Central Bank he was talking about? <G> Of course, a muni fund can't get away from America, so he's taking a nice shot here with what he's got.


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