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


To: Ramsey Su who wrote (45128)11/8/2005 6:57:51 PM
From: ild  Read Replies (1) | Respond to of 110194
 
Are you assuming that interest rates will surge when USD devalues? If you bet on US devaluation then what's the point in parking in US debt instruments? Wouldn't you better invest in what USD devalues against?
Anyway I was joking about gold as I know you don't like it.



To: Ramsey Su who wrote (45128)11/8/2005 7:57:07 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
Ramsey, have you (or anyone else) looked at any property and casualty insurance companies in any detail?

I'm wondering if you think many will go belly up over the next several years (assuming our credit bubble implodes)?

Anyone else please feel free to answer this.

tia