Asuming we face a super cycle, and that equities are the crowded trade. Theory is that bonds have bottomed....
Sure I theorized about it... I have yet to put my money where my mouth is.
I'm not big on "how can there be a recession when everyone is calling for one."
Well, what did kudlow, or one of his sidekicks say? " if there is a recession it will be the most widly predicted one."
The super bearish side of me says "Ya, that is because it will be a full on depression."
Sunday, December 16, 2007
Haphazard musings
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