Its Up..... "If you want it here it is, come and get it, you better hurry cuz its going fast&qu

NumbersUsacom

Here it is... Lacy Hunt and Hoisington Managements 2nd Quarter Outlook & Review

Mish also has a good article involving Lacy Hunt and Hoisington Management.


Put the title to an old tune, think mid 60's

gsa1fan

Beatles

Goldbully

I like Badfinger's version

NumbersUsacom

I t appears Hoisington is looking at 2% or lower long term rates and for them to remain near that level for an extended period of time.
They are still advising that investors in long term bonds will be well rewarded.

Hoisington also expresses that the Bond market is an indicator of the economy and a predictive barometer also, therefore they are indicating that the economy will continue
to struggle and be stagnant regarding growth. They rightly argue that additional Qe3 or 4 will be futile and that the Fed is all but powerless in this situation. They also recognise the political pressure for more QE and that the Anxiety level of the public plays a role.

Just my brief take on their 2 nd quarter review. You may like to read it in entirety for your self.

cohodk

The poor suckers buying all those Treasuries are going to be laughing all the way to the bank.

Thanks for posting Numbers.