tippsy tuesday, page-50

In March 09 we had the re-inflation trade
In September 09 is a break-out in the hyper-inflation trade.

I expect 10 year bond yields to trade to 4% and bonds to fall hard, I expect the Fed to raise rates come December 09.

With the rise of commodities we may see one hell of a spike north, unfortunately I think we are going to crash to new lows but not until a major top is formed approx March 2010.

Gut feeling and nothing more.