Seeking Alpha
  • David Jackson
    Long term Treasurys (TLO) up 28% yoy, long term muni bonds (MLN) up 20%. Both overbought. Nowhere to run to, nowhere to hide...
    1/18/12
    Reply (4)
    • David Jackson: Performance data here: http://bit.ly/dy8lJz
      1/18/12
    • Regarded Solutions: gotta have the damn burst sooner or later.......and then the equity markets will capitulate upwards big time.
      1/18/12
    • David Jackson: Yup, there's a lot of cash that could move from bonds to equities, and it normally happens after the losses have already happened.
      1/18/12
    • Regarded Solutions: Did I read somewhere it was about 3 trillion on the "sidelines" just waiting to move? maybe i am day dreaming.
      1/18/12