Interesting. Thanks for sharing. I would love to see Pigg opinions on this too.

Interesting. Thanks for sharing. I would love to see Pigg opinions on this too.

to me the question is simply when will it (materially) happen and what will the government’s response be to it?

My guess is not until early to mid 2011 and the response (to a material raise in bond yields) will be european-style austerity measures.
Right now I am tempted to transfer my 401k from mostly domestic & international stocks to mostly cash or a low-risk low-cost income fund in preparation for this.

tb

to me the question is simply when will it (materially) happen and what will the government’s response be to it?

My guess is not until early to mid 2011 and the response (to a material raise in bond yields) will be european-style austerity measures.
Right now I am tempted to transfer my 401k from mostly domestic & international stocks to mostly cash or a low-risk low-cost income fund in preparation for this.

tb

to me the question is simply when will it (materially) happen and what will the government’s response be to it?

My guess is not until early to mid 2011 and the response (to a material raise in bond yields) will be european-style austerity measures.
Right now I am tempted to transfer my 401k from mostly domestic & international stocks to mostly cash or a low-risk low-cost income fund in preparation for this.

tb

the tulip bubble, the railroad bubble, the countless real estate bubbles, the tech bubble, and the commodity bubble. these all make sense.

but how would the stimulus bubble play out? the film really didn’t get into it.

the other problem is we all know had they not done what they did, Great Depression II would have been the case for sure. it would have taken someone really out there (aka Ron Paul) to restrain and not create the stimulus, because quite frankly, anybody else that was running for president would have done the stimulus as well. so does it take a global stimulus bubble that lead to complete and total financial collapse of the Western financial system to make Americans pick someone like Paul to bring back total financial discipline?

the tulip bubble, the railroad bubble, the countless real estate bubbles, the tech bubble, and the commodity bubble. these all make sense.

but how would the stimulus bubble play out? the film really didn’t get into it.

the other problem is we all know had they not done what they did, Great Depression II would have been the case for sure. it would have taken someone really out there (aka Ron Paul) to restrain and not create the stimulus, because quite frankly, anybody else that was running for president would have done the stimulus as well. so does it take a global stimulus bubble that lead to complete and total financial collapse of the Western financial system to make Americans pick someone like Paul to bring back total financial discipline?