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

To: Crimson Ghost who wrote (37276)	7/29/2005 4:45:17 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

<but have a firm conviction that the bond bulls are going to get taken out and shot one of these days.> I'm looking for more of a big credit widening and flight to safety event. The Treasury yields may now be misleading, if MBS, agencies (widened 2 bp more than Treasuries in today's rout) and junk debt get routed, big important distinction. I'd say it's early on the commercials and Yen. Not too useful as an exact timing indicator, but I'll bet they get it right.

To: Crimson Ghost who wrote (37276)	7/29/2005 5:25:34 PM
From: mishedlo	Respond to of 110194

Seems Russ and I have finally aligned. I'm looking for more of a big credit widening and flight to safety event. The Treasury yields may now be misleading, if MBS, agencies (widened 2 bp more than Treasuries in today's rout) and junk debt get routed, big important distinction. I'd say it's early on the commercials and Yen. Not too useful as an exact timing indicator, but I'll bet they get it right. Mish