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: Paul Kern who wrote (89541)12/12/2007 2:54:31 PM
From: Jim McMannis  Read Replies (2) | Respond to of 110194
 
Can't think of anything else. Remember, A heckova lot of pension money is in the stock market. It "must" be supported.



To: Paul Kern who wrote (89541)12/12/2007 3:09:39 PM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 110194
 
>>So, what asset class will they inflate this time?<<

No, not GOOG. GOG (Gold/Oil/Grain), AKA commodities.



To: Paul Kern who wrote (89541)12/12/2007 3:44:12 PM
From: carranza2  Read Replies (1) | Respond to of 110194
 
Unless banks start lending, there can be no bubblefication. Plus, there is no asset class left to be bubblefied.



To: Paul Kern who wrote (89541)12/12/2007 3:59:59 PM
From: MulhollandDrive  Respond to of 110194
 
i can't see any type of reflating working at this point...

thomas barrack, of colony capital said earlier on cnbc that the current market confusion presents opportunity....he doesn't like equities or RE, but said something about an opportunity in the arbitrage of fixed income

(i had to google that one)

en.wikipedia.org

Fixed-income arbitrage is an investment strategy generally associated with hedge funds, which consists of the discovery and exploitation of inefficiencies in the pricing of bonds, i.e. instruments from either public or private issuers yielding a contractually fixed stream of income.