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

To: John Vosilla who wrote (22962)2/5/2005 7:00:53 PM
From: mishedlo  Read Replies (2) | Respond to of 116555
 
treasuries are not in a bubble IMO.
Not even close. In fact, they are a value play IMO.

But if you meant corporate bonds, especially junk bonds, yes those are 100% in bubbleland.

My guess is that junk and housing both blowup together somehow.
It is unbelievable that junk spreads vs treasuries are where they are and that anyone would want to invest in GM as it is obviously junk, not investment grade.

Mish


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