Monthly Archives: April 2011

Endgame: The end of the debt supercycle and how it changes everything

Posted on April 19, 2011 by johnonstocks

It’s been a while since I wrote, but my core themes haven’t really changed.  I still believe a fiscal retrenchment is coming by year end with a rally in bonds, particularly the safer municipals.  Aside from a covered call on FTE being called, and switching … Continue reading →

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