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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

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