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: jimmg who wrote (70132)9/22/2006 6:03:42 PM
From: mishedlo  Respond to of 110194
 
We've seen commodities sink, housing is crashing, yield curve inverted by 65 basis points, money supply growth rates plummet, auto sales declining, RV and boat sales declining, the Dow transports are severely lagging the market, etc.

Change is in the air.


Yes, and everyone is still bitching about inflation.
Amazing.
BTW it is about 47 bps not 65

bloomberg.com



To: jimmg who wrote (70132)9/22/2006 6:46:33 PM
From: Crimson Ghost  Respond to of 110194
 
I am not necessarily a bond bear.

I would be a bond grizzly if I thought there was a real free market in bonds.

But with global CBs and pig men keeping interest rates artificially low to maintain myriad bubbles -- bonds can do anything anytime.

I prefer to stay away. Neither long nor short.