Users: The Director: 665C0EB5-24AA-4806-8645-68A6488557BD.png

Many economists believe commodity prices should drop "forever"; ie, as production becomes more efficient and supplies increase faster than demand, the most likely direction for price is down. Implies deflation in goods. I always wondered if that logic applies to bonds. We sure seem to have an adequate bond supply... 10/28/17

Well supposedly US bonds wont go to zero or NIRP. But if inflation of the dollar gets bad enough it might. Dollar has been up in the last few weeks but Slim is pretty confident we’re in for a severe downturn quite soon. 10/28/17

Otherwise it makes more sense to heavily invest in long term bonds or bond options, as sooner or later we see a reversal. 10/28/17