patrick.net

Yields and prices move in opposite directions, so prices will fall with some authority once yields work their way above 3.0%. Remember, in a deflationary scenario, the price of everything falls. Bonds are usually a safe haven when stock prices fall. But such will not be the case in the coming deflationary plunge. Both stocks and bond prices will fall together, confounding conventional wisdom.

Yet Mish and few others are bullish on the 10yr treasury?

indigenous says

few others

few others/Stock Monkeys

Bubbabear says

few others/Stock Monkeys

Stock monkey = someone who invests mainly in stocks?

If so that does not describe Mish

indigenous says

Mish

I see right through him....he's all over the board .... with tons and tons of useless info on Eco to say the least

Bubbabear says

I see right through him....he's all over the board .... with tons and tons of useless info on Eco to say the least

Have to disagree, he is often on peak prosperity. He is quite sharp.

OTOH where is there a return? Consequently the 10 yr does have a safe return, which means to say that Yellin will continue the QE.

indigenous says

Have to disagree, he is often on peak prosperity. He is quite sharp.

Was actually refering to his blog