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  • A Bond Fund That's Redefining 'Pain' [View article]
    Yeah. RMA and RMH. The only thing I know about them is they're both down about 50% YTD.
    Oct 16 16:15 pm |Rating: 0 0 |Link to Comment
  • A Bond Fund That's Redefining 'Pain' [View article]
    Its hard to respond to your question without going through Kelsoe's portfolio line by line. I know there are some closed-end funds which are similarly managed. Those might have big discounts right now.
    Oct 15 17:01 pm |Rating: 0 0 |Link to Comment
  • The Rate Cut's Impact On Fixed-Income [View article]
    I'd say I'm bearish on rates, not on long-term economics. Here is my take on the deep bearishness that's become so popular in the blogosphere...

    accruedint.blogspot.co...
    Sep 21 17:14 pm |Rating: 0 0 |Link to Comment
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