Wednesday, Jan 20, 2010

INFLATION! quick buy gold, buy oil, buy junk bonds, buy a house, buy everything

FT: Short View: Junk bond boom

"Times have never been so good for junk bonds. In the second week of this year, $11.7bn in high-yield offerings came to the market, according to ThomsonReuters, beating the record set in November 2006.
This does not sound like good news. November 2006 was right at the top of history’s greatest credit bubble. Previous booms in junk bond issuance, notably the 1980s, are also now remembered as times of unsustainable market excess."
I couldn't agree more. I think there is about to be another punishing of risk, better hold cash.

Posted by mountain goat @ 12:23 PM (862 views) Add Comment

5 Comments

1. little professor said...

Yep. This is yet another sign of easy money finding a home. Holders of these worthless bonds will be left SOL when monetary policy tightens, which will be sooner than you think

Wednesday, January 20, 2010 12:28PM Report Comment
 

2. James said...

Be careful with gold, it's notoriously unreliable as an inflation hedge. Prices roughly doubled between 1980 and 1999, yet gold more than halved.

Wednesday, January 20, 2010 12:30PM Report Comment
 

4. hpwatcher said...

Also in the FT Chinese regulators have told some banks to temporarily halt lending amid growing fears of asset bubbles and inflation.

Whereas in the UK and US they are actively encouraged, in the belief that they will keep the economy going.

Wednesday, January 20, 2010 01:51PM Report Comment
 

5. Crunchy said...

Buy freedom.

Sell mind control.

Hold change.

Wednesday, January 20, 2010 02:33PM Report Comment
 

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