Wednesday, January 7, 2009

Treasury Bond Bubble: Video Links

Two videos discussing the obvious to all bubble in the long term Treasury bond.

The first is from Barron's.

The next video is from CNBC and can be found by following this link.


Daniel Victor said...

The basic conclusions on Treasuries make sense,but I'm not convinced that Junk bonds and Munis will do well if T-bonds yields spike in the current economic climate.

Guy M. Lerner said...

I think Muni's are better positioned for secular bull. The charts look fine plus you will have the government winds at your back; they will be backstopping all these local projects