puttster

China Decoupling and the Bond Market's Trade of the Century

Whaa....? China may stop buying US bonds??? www whhaaatt??? My God man! What an incredible stroke of insight!!! You have finally connected the dots that thousands, maybe millions of people could not! You have exposed the emperor with no clothes! Nobel prize for genius and originality coming up!!

How do you think of this stuff!!! How???

The Inflation Time Bomb

Japan's national debt compared to their GNP is three times larger than ours. but I don't see any big inflation there or any huge interest rates or any sinking currency. To claim those are the inevitable results of government borrowing is drivel.