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Asset bubble mania... If you can figure this out... you will get rich...Hedge funds are now topped in asset valuations 1.6 trillion. Up from Sept and October. And those that are up were not stock investors but commodity buyers.The fed pumped QE II to destroy the bond market to drive down the yield, under the assumption that banks will start lending but they had no tier capital to do that.So the bubble assets went on a tear.If you can guess, while playing this game of Indian Poker, when the hedge funds will unload... the asset bubbles will come tumbling down and only those out first will escape. The rest will be taken under.So when will the bear take hold? How high will the Dow go before it sells off? How long and you stay long? That is the big question. But if you can answer it... you will win big.doug
Asset bubble mania... If you can figure this out... you will get rich...
Hedge funds are now topped in asset valuations 1.6 trillion. Up from Sept and October. And those that are up were not stock investors but commodity buyers.
The fed pumped QE II to destroy the bond market to drive down the yield, under the assumption that banks will start lending but they had no tier capital to do that.
So the bubble assets went on a tear.
If you can guess, while playing this game of Indian Poker, when the hedge funds will unload... the asset bubbles will come tumbling down and only those out first will escape. The rest will be taken under.
So when will the bear take hold? How high will the Dow go before it sells off? How long and you stay long? That is the big question. But if you can answer it... you will win big.
doug