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comment by mk
mk  ·  4795 days ago  ·  link  ·    ·  parent  ·  post: D is for deflation
Yeah, with so few other places to put your money for such an extended period, how could it not be? If the EU unveils this mega plan, and everyone feels better for a bit, I might get some US treasury bonds.




kleinbl00  ·  4795 days ago  ·  link  ·  
Greece will fall. Spain will follow. I'm not sure you'll have enough window to profit on treasuries.

Mauldin is all CHINA CHINA CHINA. I get his point. I think he's a little blindered but he does have some concise arguments.

Rosenberg is basically on a war footing and has been for a year. I dunno. I've had the entirety of my retirement fun in a ratcheting index policy and that has yet to worry me.

mk  ·  4782 days ago  ·  link  ·  
mk  ·  4790 days ago  ·  link  ·  
mk  ·  4795 days ago  ·  link  ·  
I agree on Greece. If Spain does, then I think it's over for the Euro. Your probably right about that window, but it will probably be closed for a long time after that.

As for my thoughts on China see above: http://hubski.com/pub?id=6475