SI
SI
discoversearch

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: Mike Johnston who wrote (66638)7/21/2006 2:42:11 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Rich or not, whoever parks money in bonds when inflation is accelerating , with structural deficits, low coupon and vulnerable currency, will suffer.

Once again this is relative
Would you you rather take 5% and lose to inflation or take a 20% beating in the stock market and lose to inflation on top of it.

That of course is if treasuries react negatively to this bust and I do not think they will.

IF (big IF) this is indeed a secular bear market in treasuries and the return of a secular bear market in eqquities EVERYONE will get hurt.

Mish



To: Mike Johnston who wrote (66638)7/21/2006 5:03:51 PM
From: gladman  Respond to of 110194
 
>>parks money in bonds when inflation is accelerating<<

What about I-Bonds? :o)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News