WE HAVE A BOND BUBBLE...
AND IT'S HUGE... WHEN THIS THING BREAKS IT'S GOING TO BE A TSUNAMI OF CASH FLOODING INTO SOMETHING... BUT WHAT...?
LIKELY COMMODITIES... AFTER ALL THAT WAS THE BUBBLE DU JOUR...JUST BEFORE THE "SYSTEMIC COLLAPSE".... SUDDENLY LAST SUMMER
...BACK WHEN GAS WAS $4 A GALLON...? YEAH...WAY BACK THEN...
OK LET'S GET REAL...
YOU NEVER GO BACK INTO THE BUBBLE YOU JUST LEFT...
SO WE AIN'T GOING BACK TO HOUSES...OR DOT COMS...OR STOCKS IN GENERAL...
THAT ONLY LEAVES ONE BUBBLE UN-MATURED...AND UNTRIED...
THE COMMODITIES BUBBLE...
IF THIS CASH STARTS TO RUSH INTO COMMODITIES...IN A DANGEROUS WAY...
THE FED WILL HAVE TO PUSH RATES TO 10% ON THE TEN YEAR BOND...JUST TO GET THE SMART MONEY OUT OF GOLD, OIL, GAS...AND THE REST OF THE COMMODITIES MARKETS...
IT'S COMING...
PROBABLY IN EARLY 2009...
THIS DRIP DRIP DRIP...IS JUST TOO BORING TO LAST...
THE REAL QUESTION IS HOW HIGH WILL GOLD AND OIL GO...BEFORE THE FED THROWS IN THE TOWEL AND "TAKES THE PUNCH BOWL AWAY..." BY RAISING RATES LIKE ANY SENSIBLE CENTRAL BANKER WOULD HAVE DONE SEVERAL BUBBLES AGO...!!
YES...2009 WILL BE A RE-RUN OF "THAT 70'S SHOW...!"
I HOPE YOU LIKE RE-RUNS...
HISTORY REPEATS...SIMPLY BECAUSE PEOPLE ARE TOO STUPID TO THINK OF SOMETHING DIFFERENT TO DO...
DOES ANY OF THIS SOUND TOO UNREAL AND ODD TO YOU... BECAUSE IT SHOULDN'T...
