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

To: John Vosilla who wrote (91883)3/5/2008 7:30:33 AM
From: Keith Feral  Respond to of 110194
 
Bonds are much better values at the moment. Why buy mgmt when they can't grow EPS? The biggest problem with this recession is that fixed income is the root of all evil. I'd have a zero stock allocation if I could hang out in bonds. However, they seem to have been the ones to drop the turd in the punchbowl this time. Still, I like the yields that are developing in fixed income outside of the Treasury market.


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