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

To: Thomas M. who wrote (34999)	8/7/2005 9:42:09 AM
From: Tommaso	Read Replies (1) \| Respond to of 116555

As far as I know, Rogers has no interest in the bond markets. But I might be wrong about that. Bill Gross, of PIMCO, is the big bond man, and his views are of concern to me, since he has advised investing in commodities but now seems to think long term treasuries are going to do well. He is mentioned in this morning's NY Times because of a short squeeze in bonds earlier this summer. Hope he doesn't get accused of manipulating the markets.

To: Thomas M. who wrote (34999)	8/8/2005 8:22:39 AM
From: Tommaso	Read Replies (1) \| Respond to of 116555

>>>Have you (or anyone) heard Jimmy Rogers' comments on bonds lately? Not his general opinion on the US Dollar or inflation, but what he is actually doing in the bond market<<< Since I do not get copies of Rogers's personal financial statements, I cannot say what he is doing about bonds. His fund has nothing to do with bonds. In his book, "Hot Commodities," he totally dismisses U. S. bonds (page 7) as a losing proposition, especially U.S. agency bonds such as those of Fannie Mae. But later on, page 51, he suggests that Canadian and Australian currencies will appreciate against the $US and recommends bonds in those currencies because he sees them linked to commodity prices. Incidentally, he hates being called "Jimmy."