Jim Rogers : "As I said, bond markets worldwide are in a bubble for the reasons you just stated. Bubbles can go on and on. Hard to tell when it pops. But at some point markets won’t take central bank policies anymore, and interest rates go up regardless of how much bond buying they do. Market timing is tough. As for the fix income market, I’m short junk bonds. In any market, the marginal stuff goes first. This could precede problems with sovereign debt..." (In Ritholtz)
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