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typical twerp analysis from the CNBC crowd that has never seen a 1973 to 1982 bond bear....... 30 to 50 tick weekly down drafts for months seems impossible???? yea right........

yields could really take off.....

Billy boy Gross is a bond salesman and even he gets on and says the bond bull is over.......... wonder who holds all the CMOs, CDOs and Alt-A over priced crap?

global bond markets dont like what's happening...... a sense that Japan maybe ready to raise rates and kill the carry trade........ 0.5% in Japan and 8.0% Kiwi is shaking things up

further commentary on the subject http://www.nowandfutures.com/cpi_lie.html

the current US money supply is 13 trillion give or take..... the projected unfunded entitlement and budget deficits for the next 30 years are around 59 trillion if all goes well.... so we need to print 46 trillion bucks just to meet the liabilities...... I'll let you do the math...

btw, i cant see the Fed. standing by and watching the bond market implode...... surely, they'll print enough cash to soak up supply.... no wonder M3 data is no longer availble (officially)

anyone who buys 100,000 of anything expects nothing less than a return.....of something

must be nice to front run the in house analysts........... all done above board of course

the BLS has created out of thin statistical air, 766,000 jobs resulting from the business birth/death model during the last 4 months............... no clue given if the jobs actually exist or a method to discover the truth...... sounds like job growth has turned negative nominally............

interesting that the 2 - 30 yr rates are up but the Dollar index isn't following.....

the actual fraud is the Central Bank dealings in sovereign debt paper to control currency valuations...... you are being defrauded of your dollar based savings by mystical inflation data and a double digit expansion of the monetary base....the Fed. is forcing you to hedge in the real estate...

the fed. is still printing dollars with a firehose............. and the rate of change is increasing.... until this rolls over, ...well, you know....

housing has a long workout period ahead

heard someplace that it takes $4 in debt to produce $1 of GDP....... i cant run my household that way forever..........

the guesssing game is what the deleveraging will gavitate to..... gold or some hybrid of busted debt and some hard asset such as a platinum/gold/silver product..... cash may not be the ultimate ground zero since what do you do next.....and who will take the counter party trade..... during...

haha... some bizarre short dollar...short 10 year...long gold...short S&P option OTM pile up trade.......something that I can brag about in 10 years

question for mcurto, what lottery ticket do I buy in advance of this chart turning upside down..... 10 year puts way OTM and way out????

CREDIT CRACK COCAINE, JUST GIVE ME SOME MORE, JUST THIS ONCE

the economy is slowing but it's taking more J-curve borrowing to support it...... me no like......