Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: GST who wrote (60564)	5/9/2006 11:49:52 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

It's the Pinochio or lack of credibility effect, and a belief that the major CBs US, Japan, China, and Europe will fail to take decisive action in the face of a crack up boom and very serious commodity speculation and inflation. I happened to believe that they will (and are) take action and that this trade is extremely crowded, so am not a holder of any commodity. I could easily be wrong and watch my less crowded position of "conservative" T-bills get butchered in an inflationary fire. I find it incredible there would be any pause in the face of the obvious evidence. Looks like it's show time.