mikestiller avatar

mikestiller

mike stiller

Joined Mar 21, 2010

  1. mikestiller
    @gregormacdonald then -- net creditor vs. now--net debtor as well. $$
  2. mikestiller
    @gregormacdonald last inflation and bond bear mkt occurred during US production peak will global peak usher the next bond bear? $$
  3. mikestiller
    @gregormacdonald interesting that last 2 inflation and bond bear mkts have occured during US production peak and and World oil peak? $$
  4. mikestiller
    @gregormacdonald reserve currency status and UST is the wildcard. Bonds have the most to re-price if the transformation occurs. $$
  5. mikestiller
    @gregormacdonald would like to hear thoughts on peak supply of oil and its effect on foreign recycled capital inflows into UST's? $$
  6. mikestiller
    @gregormacdonald what happens to global gdp with constraints in global oil supply? $$
  7. mikestiller
    @gregormacdonald lets hear about US savings rates. US adds in debt repayment into its calculation, true? $$
  8. mikestiller
    lets hear about US savings rates. US adds in debt repayment into its calculation, true? $$
  9. mikestiller
    @gregormacdonald so your only solution, as you have spoken to many times is debt repudiation? $$
  10. mikestiller
    @gregormacdonald good evening. food is oil isn't it? $$
  11. mikestiller
    @gregormacdonald Copper is interesting here. Did not participate in risk asset pullback. Silver/copper set to move considerably higher? $$
  12. mikestiller
    @gregormacdonald How will existing home sales # look on Tuesday? Low end of range number (3.96m) would be -25% decline MOM. $$
  13. mikestiller
    @gregormacdonald amazing how stubbornly high rates have remained. The question remains where do long term unemp land? what will they do? $$
  14. mikestiller
    @gregormacdonald do we have a refi-bubble? Seems like the low rates only aiding those looking to refinance, not purchase. $$
  15. mikestiller
    @mbusigin slow day! thanks $$

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