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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (84959)1/13/2009 6:59:54 AM
From: Real Man  Read Replies (2) | Respond to of 94695
 
The bond short looks interesting fundamentally, but there is time for
everything, and apparently it's not time yet. Bubbles just
tend to run in one direction until they run out of gas. The
Fed is very determined to keep that one alive, so the
vigilantes will need to kill the Fed. The whole Texas hedge
thing is interesting. So far I am playing it indirectly
through gold, but a direct play is waiting in the wings. -g-



To: GROUND ZERO™ who wrote (84959)1/13/2009 7:36:53 AM
From: Real Man  Read Replies (1) | Respond to of 94695
 
FWIW, powerful stuff, which is why upside risk exists. -g-
The Fed mentioned "quantitative easing", or monetizing
the yield curve, so short the treasuries remains a dangerous
trade. Betting against the printing press. However, I
think deflation folks are very wrong claiming the bond
is going up for its own reason. A free market would trash it -g-

Message 25319367


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