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: gregor_us who wrote (65570)	7/7/2006 10:14:15 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 110194

Gross is kind of a bond permabull -- as are many on Wall Street. His record has been terrible the last year or so and this latest call probably will not be any better IMHO.

To: gregor_us who wrote (65570)	7/7/2006 10:44:14 PM
From: UncleBigs	Read Replies (1) \| Respond to of 110194

gregor, I like your thought processes but the consensus seems to be for slower growth yet soft landing. While I can see your stronger than consensus growth thesis (especially oil) but I can also see a hard landing for the u.s. consumer. It wouldn't surprise me to see a nasty second half of the year in terms of the real economy centered on retail and spreading out from there. I agree with you about the dangers of shorting right now. I'm staying away from index shorts and am focused on specific situations focused on a cratering consumer.