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    • Mon Jun 30th 18:49 PM | Rating: 0 0
      Commented on:
      Time to Short Both Long-Term Bonds and Crude
      forward looking inflation concerns do not dictate bond yields. "old-school play book may say they do, but this is not the way it works now, bond traders are much smarter than that (supply-demand) , at least i hear Antal Fekete and Michael hudson talk about this often.

      Commodity's will soar as long as investment banks keep lapping up the profits in order to repair their balance sheets. Knowing this, The fed won't hike until housing prices stabalize (which in turn will stop the mortgage carnage on investment bank balance sheets) allowing them to be repaired. Upward wage pressure will not gain momentum (sans unions) plus globilization so the Consumer Price inflation and dollar devaluation *may* not be as long lived as the 70's, otherwise the standard of living could fall to levels not seen in anyone's lives (and unrest could reach levels which would justify being veri-chipped). Perhaps the fed copy's the BOJ and leaves rates low for a long time and investment banks reap the rewards until the pressure becomes too great and OPEC drop dollar peg (and war planes fly).
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    • Fri Dec 28th 08:21 AM | Rating: 0 0
      Commented on:
      Bill Gross' "Commonsensicalness" is Tragically Short-Sighted
      to add to the above, the higher rate of inflation may cause a move into "real assets" . I'm sure the media machine will be used full speed to get this hot money to flow back into real estate.

      i would like to ask the opinion of any out there if this situation is plausible.....because.... many million will be effected by it.
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    • Fri Dec 28th 08:18 AM | Rating: 0 0
      Commented on:
      Bill Gross' "Commonsensicalness" is Tragically Short-Sighted
      read an article on prudent bear that stipulates the ECB will do the fed's dirty work for them, so that the dollar doesn't collapse ...fast? (it will fall more) as they try to re-inflate housing in u.s and britan.

      the article www.prudentbear.com/in...
      postulates the ECB will work thru manipulation of the currency markets as well as balance of payment deficits.

      he says inflation will rise fastest in the U.S where retail,commodity's and everything will rise in price, yet housing downturn will be slowed and possibly reversed thanks to a very loose monetary policy from the ECB, which will also dampen the euro's fast rise.
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