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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 (35680)	7/10/2005 3:26:57 PM
From: John Vosilla	Respond to of 110194

Not really, nor can most people explain the US markets holding firm with 9 consecutive hikes and a flat yield curve to boot. I think it is the very low cost of capital that makes certain investments appear more attractive than they really are creating the misallocation of capital we have today.

To: mishedlo who wrote (35680)	7/10/2005 3:55:52 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 110194

Just thinking out loud, but i wonder if the huge surge in the number of hedge funds has made market players more proactive? Are they being forced to try to discount events further and further ahead.? I cannot recall either the stock or bond market ever trying to discount the end of a Fed tightening cycle so far in advance