SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Crimson Ghost who wrote (37842)8/5/2005 10:54:01 AM
From: Real Man  Read Replies (3) | Respond to of 110194
 
We'll see. The leverage in the credit markets is too great for it
to unwind in an orderly fashion. TNX pullback will mean the
Fed and the pig men have won another battle against the free market.
10-15 bp higher makes this move a distribution "tail", the event
derivative markets are never prepared for. IMHO.

That and leverage combination makes a meltdown from there very
probable.



To: Crimson Ghost who wrote (37842)8/5/2005 11:11:02 AM
From: Jim McMannis  Read Replies (1) | Respond to of 110194
 
Sounds like the plan. When do we hit 5%?

Any idea if the government uses subcontractors that file schedule C's in "wage" calculations. If not, I see a lot of income flying under the radar. Add in tax free home gains and and house "ATMS" and "inflation" is really cookin' IMHO...