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

To: Jim Fleming who wrote (100513)	12/27/2008 3:27:08 PM
From: Hawkmoon	Respond to of 110194

and caution with a significant move out of Treasuries starting shortly. I'd like to know where all that money is going to go? There really isn't a capital market large enough, or "transparent" enough (despite our flaws) to handle it.. Gold? Hardly.. There isn't enough available to handle it.. Energy? Who's going to buy it when they can't pay the mortgage, or don't have a job to drive to? Euro? They got their own problems and a strong currency is the last thing they want as we play "beggar thy neighbor FX games". Japan?.. No yield there.. So tell me where all that scared capital is supposed to go, except back into real estate.. And that isn't going to happen because the asset backed securities markets are effect hors d' combat and filled with distrust. Hawk