« Stratfor on Obama's Choices in Iran and Afghanistan | Main | The Nature of the Economic Recovery »

October 02, 2009


Truely fascinating analysis of the inflation risk inherent to the pricing of various securities.

although you don't say it in so many words, you seem to suggest that the Feds will apply the breaks, the stock market is overvalued.

One issue with the TIPS (up here in Canada) is that there is a miss pricing risk due to high demand, especially by Pension funds looking to hedge inflation risks. driving up the price.

Still very interesting

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Your comment could not be posted. Error type:
Your comment has been posted. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.


Post a comment

Your Information

(Name is required. Email address will not be displayed with the comment.)

Google Analytics

Become a Fan

Your email address:

Powered by FeedBlitz

Twitter Updates

    follow me on Twitter
    AddThis Social Bookmark Button
    Blog powered by Typepad