Quant Macro Investing

Risk Taking Disciplined

Bond market

Jim Rogers sees the only obvious bubble to him now is the government bond market.  There are reports that when it collapses, it would just be very fast.  Would be helpful to see what happened historically…


From FT about JGBs – see the video below time around 2.05-2.20 mins:



Also, check out what Prof Steven Cheung said earlier:





November 15, 2009 - Posted by | Case Study

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