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

To: yard_man who wrote (65016)6/30/2006 2:15:24 PM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
so far, this is all trading according to a playbook.

Playbook says when Fed is done raising rates, extend bond duration, sell the dollar, buy gold, buy beta growth stocks.

Reality has yet to set in.



To: yard_man who wrote (65016)6/30/2006 3:29:47 PM
From: ild  Read Replies (2) | Respond to of 110194
 
First time gold is not slapped after the Fed.



To: yard_man who wrote (65016)6/30/2006 3:54:37 PM
From: russwinter  Respond to of 110194
 
bonds are getting bought ... hmmmm.>

Just another reflex "buy everything" liquidity relief trade. Riskloves love anything with "ticks". Now we will see what happens when the Treasury goes to market to borrow, or if the actual monetary liquidity fails to show up.


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