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 Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (24474)1/12/2005 1:00:19 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Here's a statistic that certainly makes you stop and think: The yield spread between low-risk Treasurys and junk bonds is now at a five-year low and close to an all-time low.

I've thought about it and talked about it often.
The problem is not with treasuries, it is with junk bonds.
Of course lower junk bond yields are supportive of equity bubbles.

Mish



To: ild who wrote (24474)1/12/2005 1:56:14 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
Complacency is the name of the game.

I talked with a Fidelity rep today. He thinks I am crazy having lot of cash in my portfolio.

The Fidelity mantra is always stay fully (or almost fully) invested in stocks and bonds. Never try to time the market.

The idea of an extended and painful bear market is as foreign to these guys as an invasion from Mars.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News