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

To: TH who wrote (20194)	1/3/2005 4:14:26 PM
From: gregor_us	Respond to of 116555

If You Are a Long Term Structural Bear Like Me, and you begin to seriously question that viewpoint, with regard to US stocks--(at this moment of insane deficits with housing about to roll over)--then you can use yourself as an indicator. All the Wild Turkey does is bring the truth out more quickly. I have nothing intelligent to say about bonds. I am completely confused by bonds at the present time. All the usual reasons like CPI hedonics/inflation, decline in the value of the US$, and the potential for massive declines in foreign "investment/support". My view is that foreign CB's have removed so much treasury supply from the effective float, that we face a market both distorted in its trading--and, also in the analysis of that market. In other words, does one include the imprisoned Treasuries at the foreign CB's in one's analysis, or not? Message 20903658 Thanks for the welcome back. And, remember to save a little Wild Turkey just for sipping. LP