zanardm

The Euro Bubble Is Gone. It Will Not Reflate.

On Nov 26 04:17 PM zanardm wrote:

> If the Euro dollar can have a bubble, then why not the U.S. dollar
> and treasuries, after VIX subsides? Are treasuries closer to a top
> or bottom? When everyone has bought in, and is safe in the treasury
> bubble, who's left to creat demand? One might not have a warning
> of a slow evolving yield curve, but rather in, our extreme volatile
> deleveraging environment, perhaps a stampeed of sellers for some
> retrospective reason; markets don't need an excuse to deflate; they're
> just top heavy; everyone is in. So plain old profit taking can snowball.

The Euro Bubble Is Gone. It Will Not Reflate.

If the Euro dollar can have a bubble, then why not the U.S. dollar and treasuries, after VIX subsides? Are treasuries closer to a top or bottom? When everyone has bought in, and is safe in the treasury bubble, who's left to creat demand? One might not have a warning of a slow evolving yield curve, but rather in, our extreme volatile deleveraging environment, perhaps a stampeed of sellers for some retrospective reason; markets don't need an excuse to deflate; they're just top heavy; everyone is in.