Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: John Vosilla who wrote (106549)	12/5/2009 2:29:32 PM
From: bart13	Read Replies (2) \| Respond to of 110194

Add in the Fed's Securities Lending Open Market Operations (OMO), a woefully under recognized area

To: John Vosilla who wrote (106549)	12/7/2009 7:26:41 PM
From: TH	Respond to of 110194

JV, A good list, plus what Bart added. Listened to Bill Gross wax this afternoon. Bill, who is a strange duck IMO, is not to be trusted. He sticks with his "there is no real inflation position", but then when pushed he admits that rates will probably move up next year, just not all the way to the 4.5 target on the Ten some are talking about. At some point awareness that it is basically impossible to pay the nut from revenue/tax receipts on the debt and deficit is going to end this game of chicken with the bond boyz and their deflation fixation rally. GT TH