Quantcast
Channel: CHART OF THE DAY: How To Blow A Bond Bubble
Browsing latest articles
Browse All 17 View Live

Henry Blodget

I just don't buy it. Look at Japan. It's not a bubble if rates fall to zero and then stay there for 15 years. Could rates spike from here? Sure. But then they could just continue to downtrend until...

View Article



Edward

It's the 1999 of bonds. Equities will benefit form the shift which will invariably occur.

View Article

nycwerewolf

Bonds aren't in a bubble because the media is talking about it. The media is always the last to know when a bubble is about to burst. The more it gets talked about the less likely its a real bubble....

View Article

nycwerewolf

Exactly. Great post!

View Article

J Ryan

Boomers are still way underweight in fixed income. There is plenty of future demand for Treasuries. Think equities are cheap here? They'll be cheaper before bonds are. That said, I lightened up my...

View Article


Vincent Fernando, CFA

Yes, but if you have to allocate money, are you loading up on treasuries and corporate bonds right now?

View Article

Vincent Fernando, CFA

Actually, the housing bubble was discussed extensively before it popped, even as early as 2005.

View Article

I.B. Wright

It's really pretty simple. As soon as the world figures out that US and Japan debt is not going to be paid back, at least not at it's present currency valuations, then it will crack and implode. Both...

View Article


Adam Smith

Vincent, to answer your question to Henry, YES. If one follow's the "look at Japan" argument, one would have been better off buying bonds and holding them for 10-15 years than buying equities. In fact,...

View Article


mr. T

stocks are about to seriously crash, the bond bubble will further ignite, then the dollar is the next big crash, usa goes greece, this is the moment the bond bubble pops. all asset classes ground zero...

View Article

Adam Smith

for a better discussion of this, go to David Rosenberg's piece from yesterday answering the "two Jeremys" op-ed piece in the WSJ

View Article

Stoploss

There can be no bubble in treasuries or bonds, even if rates go to zero. It's fear driving these two. Ben is trying to get liquidity back in by flushing out money from treasuries and back into the...

View Article

Stoploss

Think of it like a car crash, the impact always comes from the direction you are not looking in.

View Article


John Galt

Ditto. And just how in the bleep can you have a "bubble" when the Federal Reserve has basically indicated that they will buy everything with a "U.S. Treasury" stamp on it that is available either at...

View Article

Lighthouse

I agree with your sentiment, and am holding cash in preparation to buy some commodities at depressed prices. The only thing that could change this scenario is if the inflationary forces from the Fed...

View Article


Neil

Vincent is right and Henry is wrong. This is a bubble because we are not Japan.

View Article

hidirnebi

Bonds aren't in a bubble because the media is talking about it. The media is always the last to know when a bubble is about to burst. The more it gets talked about the less likely its a real bubble....

View Article

Browsing latest articles
Browse All 17 View Live




Latest Images