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

To: ild who wrote (25635)	2/1/2005 6:54:28 AM
From: westpacific	Read Replies (1) \| Respond to of 110194

Bonds to sell off for 18 to 24 months. Soon. As for short the dollar, IMO, Gates wants to cover his position. Thus the announcement. Do not go short dollar here.

To: ild who wrote (25635)	2/1/2005 10:44:25 AM
From: ild	Read Replies (1) \| Respond to of 110194

Date: Tue Feb 01 2005 10:26 trotsky (frustrated@bonds) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved there's always something that helps them, though i note that no-one has as of yet fled agency debt. spreads on corporates and junk also haven't budged much, so it's not yet a 'flight to safety' ( that will however still come, imo ) . generally speaking, what is happening is perfectly normal in a deflationary era. the market is discounting future disinflation/deflation in advance. the bond market 'knows' that the Fed's rate hike campaign will bust a few bubbles by mistake, and is trading ahead of the main event.