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


To: ryoung8918 who wrote (66861)7/25/2006 10:41:32 PM
From: mishedlo  Respond to of 110194
 
I can understand anyone's trepediation with long term treasuries.

The sweet spot IMO is between 6 months an 5 years.
At gunpoint I suggest 3 years.

But...
The real money will be made on 30 yrs IF my deflation scenario plays out.

This is NOT a backing off my defltion scenario.
I am merely trying to look at all angles.

On the basis of cash preservation, 6 month looks best.
Capital appreciation, 30 yr looks best.

Mish