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"There is legitimate concern as to the ultimate destination and outcome of our “bailout nation.”
Jan 08 17:07 pm
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All Comments by Chris B »Bill Gross: Buy Early What the Government Buys Later [View article]
If we truly have a "Ponzi-style" economy, why would Bill Gross think he could come out ahead investing in bonds at 6%? The sheet will hit the fan when investors in sovereign debt are exhausted, yields are driven up, and the amount of $ raised in debt auctions is insufficient. We have already seen this with rising risk spreads in developing countries' debt, and now investors are refusing to buy debt from developed countries with stable currencies like Greece and Italy.
How long until that happens here, with our exponentially expanding national debt? What will Bill's bonds bought at 6% yields be worth when the treasuries again yield double-digits against double-digit inflation? How does this strategy protect someone from a Russia/Argentina/Icela... style currency devaluation? How does it protect an investor from rising future rates that will cut the value out of bonds purchased now?