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 : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (54390)8/7/2006 5:53:47 AM
From: Chispas  Read Replies (1) | Respond to of 116555
 
Hussman's most clearly written report by far... .

Not one mention of his complicated hedging theories...

Just plain and simple forecasting...

Well worth re-reading !

Thanks !



To: mishedlo who wrote (54390)8/7/2006 7:49:34 AM
From: Incitatus  Read Replies (1) | Respond to of 116555
 
Barring a credit crisis that would actually provoke investors to seek Treasury securities as safe havens, the increased supply of Treasuries on the U.S. market is likely to result in a reduction in their value.

Makes sense. I'd like to hear the case how Treasuries, though at historically high prices, entering an era of secular inflation, and a market being flooded with more supply, are certain (or even likely) to rise in value from here.



To: mishedlo who wrote (54390)8/7/2006 9:00:43 AM
From: RealMuLan  Respond to of 116555
 
Thanks, Mish, nice charts