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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (78696)5/4/2008 12:33:02 PM
From: Dan3  Read Replies (1) | Respond to of 116555
 
Re: I am not bearish on bonds relative to other most other risky asset choices (stocks, real estate,...) for the next few years

What term bonds are you neutral to bullish on? I'd certainly be cautious on medium to long term bonds with real interest running negative by several percent and the FED exchanging dollars for unvetted credit card debt.

The mainstream press is starting to pick up on the nonsensical process used to measure official inflation.

When the reality of 8% to 12% inflation gets recognized, what do you think will happen to the value of 6% (or even 10%) bonds?



To: SouthFloridaGuy who wrote (78696)5/5/2008 3:38:18 PM
From: RonMerks  Respond to of 116555
 
Re- ' am not bearish on bonds relative to other most other risky asset choices (stocks, real estate,...) for the next few years at the very least.'

Really?

And you think we're experiencing deflation?

Please see my prior post and I'd really be thankfull if you two would share your thoughts on HOW TO BEST PROFIT from this deflation theory.

Thanks in advance,

Ron


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