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

To: Crimson Ghost who wrote (73175)	10/30/2006 11:17:31 AM
From: John Vosilla	Respond to of 110194

'..the army of bond bulls be dead wrong?' Sure seems like it is a no win for that 'special group' even with rates on the long end sideways to down is still losing big. You get to develop that intimidating look like a David Tice as time goes by for your troubles. You either get decimated by loss of purchasing power, by much higher rates or even if you are right for a while and rates do go lower the result is even higher asset prices across the board for your troubles. Strength in financial institutions, easy access to capital and very low interest rates are keys IMHO. A new cycle into perpetuity with record foreclosures on the horizon? We shall see.. Simplest thing to do these days is watch the charts of the PPT like a hawk. If and when the shit does hit the fan you'll certainly get a message from the market discounting future events in that group before they let on to the general public. Do the breakouts in GS,BAC,JPM hold here? That is all I look at these days to decide whether to stay long or go back to the dark side.