Bonds Don’t Lie; Thoughts on Sovereign Debt Investments; And Who’s To Blame for the Financial Crisis

A refreshingly interesting and open conversation on CNBC.

I happen to agree that bond markets are the best predictor of where markets in general are headed. As I noted before, treasuries have been rallying pretty much since February of this year, portending a slowdown that may be the second leg down for the double dip recession that is to come. It’s likely that gold, the Dollar, and Treasurys will to continue to do well …

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