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

To: Jim McMannis who wrote (48115)	12/24/2005 2:24:35 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

So basically you think rates have peaked or are close to peaking?> What did I say that made you assume that? I purchase six month T-bills (more so than three months, at least right now)or sometimes use 4 weeks to tweek timing a little, and just roll them over. My average maturity is probably about three months, so rates going up is to my benefit. I feel we are in the late stages of an inflationary boom, but I don't get involved in dogmatic inflation-deflation debates because it's not really tradable. Obviously for somebody to say we don't have serious inflation NOW or to call for even more easy money because inflation is restrained is ludicrious. What's more important though is how the cognoscenti and Humpty Dumpties are positioned, and right now they are too extreme "long everything" and of dubious value. I'm calling for a financial Bust, which is an altogether different animal.