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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 (46014)11/23/2005 10:52:26 AM
From: russwinter  Read Replies (2) | Respond to of 110194
 
Based on the last three months Fed activity especially of late, I can only conclude that they have decided to toy with ramping up to double digit inflation, rather than curtailing high single digit inflation. The temp pool has ballooned up to the high end of the range: $32 billion,
bullandbearwise.com
the coupon passes are getting to be regular, and the SOMA account is expanding at 8% plus annualized. And in the "talk" tool kit, they have seem to have elected to encourage (rather than reign in)even more financial sphere moral hazard behavior.

8-31: 730.4
11-17: 742.9

The difficulty of course is that all the Humpty Dumpty trades (including longer duration Treasuries, and equities) to play this inflationary Boom or protect (precious metals) from it are extremely crowded, and thus extremely high risk. Non-existent fear:
finance.yahoo.com^vix&d=c



To: mishedlo who wrote (46014)11/23/2005 11:52:39 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 110194
 
well, glad you didn't take that bet. it sounds like one of those dumbass arguments like saying you only have eight fingers because your thumbs don't count.