Search for Hugh Hendry inteview MP3s on FinancialContent.com
The guy runs a hedge fund, Eclectica. It is really a good interview and he talks about how he also sees a long period of ever-decreasing rate cuts. Also he talks on many topics, interview is filled with many nuggets worth your listen.
So there are strong arguments out there that it is too early to short the US short-term bills.
