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

To: mishedlo who wrote (22965)2/5/2005 8:53:14 PM
From: Tommaso  Read Replies (1) | Respond to of 116555
 
Which treasuries?

The long bond, as so often in the past, is a certificate of confiscation.



To: mishedlo who wrote (22965)2/6/2005 12:51:12 PM
From: John Vosilla  Read Replies (4) | Respond to of 116555
 
My guess is that junk and housing both blowup together somehow

I say odds greatly favor the coastal housing market blows up alone. Corporate has been conservative for many years and a slight backup in junk bond rates won't do major harm. Can't say the same for the consumer or housing market which are totally out of control.


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