Wednesday, November 28, 2007

This is not a Bear Market Rally:


There's a trillion or two of short-term treasury debt that's going to be looking for another home now that yields are sub-4% . . . stocks IMV are a pretty good inflation hedge, and are the last asset class left to our foreign friends who we've been giving all our money to this past decade . . .

By Anonymous Troy, at 11/28/2007 5:34 PM  

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