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

To: lisalisalisa who wrote (24643)1/14/2005 9:50:30 AM
From: mishedlo  Respond to of 110194
 
I got the impression he thought rates were going much, much lower..which makes me think he might even be long treasuries..though I could be wrong.

You are correct in that he thinks the long bond yields are indeed going much lower.

I have not heard him say he is long treasuries.
He could be. I can say that I am not but his arguments make sense to me.

We are in an extreme minority view IMO.
Mish


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