Most investors would like a "do over."

They look back on certain investments and wish they'd never heard of, much less put money in them. Sure things like your good friend's invention that would make beer in one day from water and weeds. Or your brother's idea of selling real estate on Saturn. Everyone has their own stories. Mine are usually related to private investments in the medical device field or biotech, though I did have one out of Florida that made a "pig" that ran through oil pipelines to check on their safety. After meeting the founder who looked more like a used car salesman that caught a great sale on polyester suits, I should have known better right then. But I didn't.

"We are seeing history in the making. And what's happening in the Middle East is coinciding with some of the mega trends underlying our investment position," note long-standing resource experts Mary Anne and Pamela Aden.

The editors of The Aden Forecast explain, "Here, we review five trends -- related to inflation, interest rates, the U.S. dollar, bonds, and metals -- that should last for many years.

This is indeed a dramatic move. The world's largest bondholder, Pacific Invest Management Company, dubbed Pimco, sold all of its U.S. government holdings including U.S. treasuries.

At the end of February, Pimco had $236.93 billion or 12% of its holdings in the Total Return Fund in U.S. holdings. That was cut to zero.

Editors note: Economist Gary Shilling has agreed to share with BloggingStocks his 18 investment strategies for 2011. But he will only be revealing them a little at a time, over the next few weeks, so check back often!

My investment strategies for 2011 are driven by my forecasts for the economies and financial markets here and abroad. In my view, the overarching reality that will dominate 2011 and, indeed, the next decade or so is financial deleveraging, as spelled out in my new book, The Age of Deleveraging: Investment strategies for a decade of slow growth and deflation, which was published in November 2010 by John Wiley & Sons.

The activity in the Treasury market over the last couple of days has been eye opening to say the least. Bonds have been absolutely crushed, and the yield on the 10-Year note has exploded through the 3% level to 3.27%. On a very short-term basis, this move looks to be too much too soon, and Treasuries appear to be oversold. On a longer-term basis, this market may implode if credit and inflation concerns creep into the picture down the road -- not an unlikely outcome.

Observers are pointing to a number of factors that are causing yields to rise. Some market participants are viewing this development as an indicator that investors are beginning to price in more robust growth going into 2011. This would be a good thing. If this is in fact the case, a major stock market move could occur in very short order.

EPFR Global tracks money flows worldwide. In a Bloomberg article, here are their latest numbers:

• Investors pulled $7.1 billion from stock funds worldwide in the week Aug 25.
• They put $5.2 billion into bonds.
• European equity funds reported net outflows of $15.7 billion
• Global emerging market funds took in $333 million.
• Dollar bonds in developing nations returned 13% this year.Global bonds could surpass last year's record inflow of $47 billion.

When John D. Rockefeller was asked how much money was enough, he replied: "A little bit more." If you're looking to make a little bit more on your investments, here are places to find extra cash. Unfortunately, rates are very low and the emphasis has to be on "little" rather than "more."

Please note: none of these stocks or funds are recommended as buys. They may, however, be a good place to start research.

A new fear gripped the market Friday. Originally, gross domestic product -- the broadest measure of economic activity -- was reported to have grown 2.4% in the second quarter. Now, many are expecting the Department of Commerce will revise this figure down next week. According to a Bloomberg survey, revised GDP will have lost one point to a more anemic 1.4% growth.

The expectation of the lower GDP caused an accelerated rush to buy Treasuries. On the futures market, the 30 year bond was up 15 ticks to 134-26. The Dow Jones Industrial average continued its decline, falling yet another 90 points in early morning trade.

On top of the dot-com, NASDAQ, housing, oil, and commodity bubbles, add another, potential ephemeral rise: a bond bubble.

Could a bond bubble, or at least a U.S. bond bubble, occur? Indeed it could, and here's how it might appear.

Institutional investors, flush with cash, are unable to profitably deploy capital in stock-based (or comparable equity-based) investments, due to unattractive projected returns, stemming from the slow, uneven U.S. and global recoveries.