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

To: mishedlo who wrote (24995)1/19/2005 11:06:37 PM
From: CalculatedRisk  Read Replies (3) | Respond to of 110194
 
I was on that list last year but I changed my view over the last few weeks. I think we are going to see something bizarre ... a slowing economy with rising interest rates (because of the financing of the twin deficits - fiscal and current account).

Many of the fundamentals that led me to predict a bond rally 12 months ago are still present ... so I wouldn't be surprised if I am wrong and you are correct again.



To: mishedlo who wrote (24995)1/20/2005 11:02:02 AM
From: redfrecknj  Respond to of 110194
 
You can include Bob Bronson, Bronson Capital Markets, on that list.
Bronson had a nice call on the June low:http://www.financialsense.com/editorials/bronson/2004/0615.html



To: mishedlo who wrote (24995)1/20/2005 2:59:20 PM
From: NOW  Read Replies (1) | Respond to of 110194
 
add Faber to that list. oh forgot, that is Heinz


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