Take a Bow, Twist

"… it does look like this potentially has a lot of room to fall" – twist, 8/29 2008

Here’s our cenbank agencies / treasuries ratio graph from when we started following the H.4.1 numbers …

… and here’s the comment twist made about it at the time.

Now here’s the latest version of that chart.

We’ve been wrong a lot over the last while, but I’d say that prediction was a winner :)

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1 Comment for this entry

  1. Yossarian says:
    January 4, 2009 at 9:16 PM

    Definitely good foreshadowing. Now, you realize the graph for Federal TREASURY debt also looks a bit parabolic, and also has ‘plenty of room to fall’…. Should be an interesting 2009.

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