mikestiller
mike stillerJoined Mar 21, 2010
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mikestiller@gregormacdonald last inflation and bond bear mkt occurred during US production peak will global peak usher the next bond bear? $$ -
mikestiller@gregormacdonald interesting that last 2 inflation and bond bear mkts have occured during US production peak and and World oil peak? $$ -
mikestiller@gregormacdonald reserve currency status and UST is the wildcard. Bonds have the most to re-price if the transformation occurs. $$ -
mikestiller@gregormacdonald would like to hear thoughts on peak supply of oil and its effect on foreign recycled capital inflows into UST's? $$ -
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mikestiller@gregormacdonald lets hear about US savings rates. US adds in debt repayment into its calculation, true? $$ -
mikestillerlets hear about US savings rates. US adds in debt repayment into its calculation, true? $$ -
mikestiller@gregormacdonald so your only solution, as you have spoken to many times is debt repudiation? $$ -
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mikestiller@gregormacdonald Copper is interesting here. Did not participate in risk asset pullback. Silver/copper set to move considerably higher? $$ -
mikestiller@gregormacdonald How will existing home sales # look on Tuesday? Low end of range number (3.96m) would be -25% decline MOM. $$ -
mikestiller@gregormacdonald amazing how stubbornly high rates have remained. The question remains where do long term unemp land? what will they do? $$ -
mikestiller@gregormacdonald do we have a refi-bubble? Seems like the low rates only aiding those looking to refinance, not purchase. $$ -
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