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 Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: patron_anejo_por_favor who wrote (25532)11/30/2004 7:08:20 PM
From: mishedloRespond to of 306849
 
BTW, that link that Heinz put in is a real hoot....highly recommended!<NG>

I sent Heinz that piggington link

Mish



To: patron_anejo_por_favor who wrote (25532)12/1/2004 1:02:32 AM
From: THRead Replies (1) | Respond to of 306849
 
patron,

As you know I think Heinz is a (g)od.

Post election I have no clue what Greenspasm is going to spew next. So I have some concerns about his next performance on the 14th. In the long term it will have no effect of course, as we know he has trapped himself. It's the short term clues that concern me. That guy might have a bad cup of coffee and decide that the dollar needs to take a break or just the opposite.

I can't remember who originally posted that pigginton link (Les maybe?), but it is a hoot. I really like the giant printing press.

Good Trading
TH



To: patron_anejo_por_favor who wrote (25532)12/1/2004 1:53:17 AM
From: Amy JRead Replies (1) | Respond to of 306849
 
RE: "bank exposure to mortgage assets has increased from 10% of bank assets outstanding to over 60%...once this bubble pops...it...will..likely be good for treasury bonds - and bad for all other debt instruments."

Why would a defaulting US financial system be good for US treasury bonds?

Not that I believe it would happen, but if a US banking system failed, people would also question their confidence in the USA, including such things as US treasury bonds.

Regards,
Amy J