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The Bonds Bursting in Air

By ETR

Most people spend far more time watching the stock market instead of the bond market.

That is an enormous mistake.

The global bond market absolutely dwarfs global stock markets. This flow of capital is essential to modern life.

The largest bond market in the world is represented by U.S. Treasuries. The dollar used to be the global reserve currency, and players from all corners of the earth trusted in the safety of U.S. Treasuries. But our newest administration plans to meet ongoing obligations, as well as new ones, by raising money through the issuance of new debt.

Try on the 50 percent number for size.

Yes, the U.S. budget and its gigantic deficits will require half to be paid by borrowing from anyone trusting enough to continue the sham. The current annual budget deficit is projected to be a record $1.75 trillion!

In a rush to “safety,” global buyers panicked into short- and long-term U.S. Treasuries in mid-2008. 30-year bonds were bid up to the 142 level as interest rates plummeted.

But putting your money on their success is akin to purchasing shares of Fannie, Freddie, AIG, Lehman Brothers, and the entire spectrum of disastrously failed elitist-sponsored enterprises. Sooner or later, this market will implode and bring pervasive higher interest rates with it.

This beloved country has long been at the mercy of foreigners to buy our bonds as well as our stocks. China holds $740 billion in U.S. government bonds, and is just now closely inspecting the merchandise. The present verdict is “no more.” The Treasuries are due for a bounce higher at any time, but this debt, as well as the dollar, is mortally wounded. Default will enter the conversation sooner or later.

Protect yourself with gold, silver, and other tangible assets.

[Ed. Note: Dr. Russell McDougal offers his strong opinions and expert analysis of financial markets regularly in Investor's Daily Edge, ETR's sister publication. Find out more about IDE here.

Dr. McDougal has been an active investor for over 25 years, specializing in gold, silver, and resource investing. Check out his Resource Windfall Speculator investment advisory service for more information.]

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