Sunday, January 17, 2010




"Here we should talk about one Macro Event, which will be crucial for all our Micro Caps, we are writing here about: Burst of the Treasury Bubble. Governments, Institutions and people are holding them now exactly for the wrong reason: To Be Safe. It was important last year, when everybody moved into Treasuries for safety to eliminate Agency problem with collapsing banks, now when all governments back stop banking system Elvis moment for Treasuries is gone."


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