Bullish bonds, bearish stocks, gold, and China

[Master Shake]

A contrarian (to iTulip) perspective from Hugh Hendry. He also thinks the Fed hasn't done enough.

http://www.ft.com/cms/893ac9c8-757e-...2&fromSearch=n

http://www.ft.com/cms/893ac9c8-757e-...2&fromSearch=n

http://www.ft.com/cms/893ac9c8-757e-...2&fromSearch=n

[nero3]

Re: Bullish bonds, bearish stocks, gold, and China

I think it's optimistic of him, to basically call for an extension of the bull-market in bonds since 1981, that means that after 28 years, he are calling for another 10 years, or whatever he is saying, he have probably read 2 lines about Japan, , that have been the fashion for some while in the hedge fund community.

In 1920 it peaked last time, and atleast in 1950 it was trending higher. I just don't see the 28 year long bull-market becoming a 38 year long bull-market. It's also confusing that his hedge fund company is very bullish on agriculture at the same time he holds his bonds views.