Comments on: THE REAL ENEMY IS MR. BOND http://pragcap.com/the-real-enemy-is-mr-bond Sat, 26 May 2012 09:29:57 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Rob http://pragcap.com/the-real-enemy-is-mr-bond/comment-page-1#comment-5401 Rob Fri, 28 Aug 2009 02:29:53 +0000 http://pragcap.com/?p=8070#comment-5401 The Fed stops buying Treasuries. How high can rates go? I hope well over 10% even in the face of deflation. That is my dream scenario. Double digit rates on Treasuries and price deflation. Note to China and Japan: please stop buying Treasuries. The Fed stops buying Treasuries. How high can rates go? I hope well over 10% even in the face of deflation. That is my dream scenario. Double digit rates on Treasuries and price deflation. Note to China and Japan: please stop buying Treasuries.

]]> By: Dean http://pragcap.com/the-real-enemy-is-mr-bond/comment-page-1#comment-5398 Dean Fri, 28 Aug 2009 01:53:43 +0000 http://pragcap.com/?p=8070#comment-5398 Prescient11: I saw some stats that the biggest buyer of treasuries is the Fed (holding $4.3 Trillion of public debt, Japan and China hold about equal amounts of $0.8 Trillion). Prescient11:

I saw some stats that the biggest buyer of treasuries is the Fed (holding $4.3 Trillion of public debt, Japan and China hold about equal amounts of $0.8 Trillion).

]]> By: prescient11 http://pragcap.com/the-real-enemy-is-mr-bond/comment-page-1#comment-5395 prescient11 Fri, 28 Aug 2009 01:26:03 +0000 http://pragcap.com/?p=8070#comment-5395 Please, things are not lining up indeed. How the treasuries are continuing to sell at such low rates is ridiculous. If you are a primary dealer, how can one buy treasuries at such low rates if inflation is going to take this market to 20k. Be afraid at these levels, be very afraid. AIG is the next VW. What a great short to scale into. Please, things are not lining up indeed. How the treasuries are continuing to sell at such low rates is ridiculous.

If you are a primary dealer, how can one buy treasuries at such low rates if inflation is going to take this market to 20k.

Be afraid at these levels, be very afraid.

AIG is the next VW. What a great short to scale into.

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