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: redfrecknj who wrote (74799)12/4/2006 12:11:18 PM
From: Mike Johnston  Read Replies (3) | Respond to of 110194
 
Could the current LBo mania be the result of some fat cats "smelling" hyperinflation on the way ? Or maybe somebody got a word that the Fed is about to start pegging long rates ( or already has) resulting in a mad scramble to borrow as much as possible ?



To: redfrecknj who wrote (74799)12/4/2006 4:26:11 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Speculative activity, while not yet frothy, is on the rise and will eventually undermine corporate bonds

Not yet frothy? WTF are they smoking?

But I do agree that it WILL undermine corporate bonds.
That will be LIGHTS OUT regardless of what the yield on the long bond is and that is why

1) most here are wrong about the market cant crash when yields are low
2) why treasury yields are headed even lower

Mish


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News