Mr. Gross seems to be talking his now pro T Bond (at least since I last heard) book. Bond King is very bearish and selling T bonds last spring as rates threatened to break out. Now, Bond King seems to be rationalizing deflation. Maybe he will be right this time. He is the Bond King after all. But while I favor the d Boys in early 2012, as of now I keep in mind Bond King's recent record and wonder if he is a negative divergence to the d Boys case.
Gross: US in Anemic, Jobless Recovery (ya think?)
http://www.biiwii.blogspot.com
http://www.biiwii.com
Gross: US in Anemic, Jobless Recovery (ya think?)
http://www.biiwii.blogspot.com
http://www.biiwii.com
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