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	<title>Comments on: Lunchtime Links 2-12</title>
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	<link>http://blogs.reuters.com/rolfe-winkler/2010/02/12/lunchtime-links-2-12-2/</link>
	<description>Option ARMageddon</description>
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		<title>By: Sharpie</title>
		<link>http://blogs.reuters.com/rolfe-winkler/2010/02/12/lunchtime-links-2-12-2/comment-page-1/#comment-5132</link>
		<dc:creator>Sharpie</dc:creator>
		<pubDate>Sat, 13 Feb 2010 05:14:39 +0000</pubDate>
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		<description>Good article on sov debt Rolfe. 

Sentiment these days almost reminds me of summer 2008, when we knew some bad stuff was in the pipeline, but nobody acknowledged the extent of it all. 

Stock prices didn&#039;t reflect the risk then, and definitely don&#039;t reflect much, if any risk now. They assume uber growth for 5+ years.

Congrats on the NYT byline, btw. That&#039;s pretty cool.</description>
		<content:encoded><![CDATA[<p>Good article on sov debt Rolfe. </p>
<p>Sentiment these days almost reminds me of summer 2008, when we knew some bad stuff was in the pipeline, but nobody acknowledged the extent of it all. </p>
<p>Stock prices didn&#8217;t reflect the risk then, and definitely don&#8217;t reflect much, if any risk now. They assume uber growth for 5+ years.</p>
<p>Congrats on the NYT byline, btw. That&#8217;s pretty cool.</p>
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