Monday, March 8, 2010

Why Deflation Makes T-Bonds a Good Bet

by Rick Ackerman on March 8, 2010 12:01 am GMT · 7 comments

(Editor’s Note: When we last featured the thoughts of Doug Behnfield, senior vice-president at UBS in Boulder, he had sketched out some back-of-the-napkin numbers that showed why most Baby Boomers were unlikely to realize their retirement dream. In the think-piece below, Doug argues that Treasury Bonds are now the place to be as deflation takes hold. The essay begins with a reference to an analysis done by his good friend and colleague, famed bear David Rosenberg of Guskin Sheff.)


http://www.rickackerman.com/2010/03/why-deflation-makes-t-bonds-a-good-bet/