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


To: Arran Yuan who wrote (69094)8/30/2006 12:57:08 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Frankly I don't really know? If you get "safe" and solvent, Treasuries, getting rid of Risklove plays, little debt or leverage, etc, you risk getting wipe out in an inflationary fire. If you jump on all the reflation Risklove trades you risk a credit crisis, and unravelling. I've taken the former path, but don't have that much confidence.