tag:blogger.com,1999:blog-1527840491496268397.post6217724732619784505..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: "The Case For Higher Rates Looks Weak… Again"Unknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1527840491496268397.post-79665542134669802892014-07-25T14:26:27.410-07:002014-07-25T14:26:27.410-07:00I don't see why the U.S. 10 year should yield ...I don't see why the U.S. 10 year should yield any more than German 10y. <br /><br />Target of 1.5% sounds about right, but maybe most important is sentiment. I would get out if the competition turned bullish.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-57690147559358778962014-07-24T23:01:32.715-07:002014-07-24T23:01:32.715-07:00So where do you get bearish at? 2%, 1.5% or are y...So where do you get bearish at? 2%, 1.5% or are you waiting for technicals to get you out? While I am not outright shorting bonds, I am not interested on the long side either. Josh Hnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-37260124862861538562014-07-22T21:28:28.083-07:002014-07-22T21:28:28.083-07:00The case for Interest rates going higher has come ...The case for Interest rates going higher has come of age as David Kotox posts Financial Sense posts Tapering Is Now Tightening.<br /><br />http://www.financialsense.com/contributors/david-kotok/tapering-is-now-tighteningtheyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.com