Seeking Alpha
  • J Mintzmyer
    Might be a good time to load up on DTYS. Contrarian against QE3 expectations...
    7/9/12
    Reply (7)
    • johnbartles: read my post
      7/31/13
    • J Mintzmyer: Interesting- I warned repeatedly about the 10y notes last summer and fall. Closed out a massive position in VWESX as well. Finally shifting?
      7/31/13
    • johnbartles: felt the volatility in the 10yr was greater than volatility in the 20yr the 10yr was the play. I manage a fixed inc portfolio. Check "FLAT"
      7/31/13
    • johnbartles: Bought DTYS just off bottom so 20% gain vs 3% loss in Pim., still hold DTYS. Way to early for FLAT (I think), but u check, u be the judge.
      8/1/13
    • J Mintzmyer: I can't give you a qualified opinion at this time. I still think $DTYS has decent prospects, but I was most bearish last summer-this spring.
      8/1/13
    • J Mintzmyer: I think it might take another 6m-1y for another i/r jump. Watch jobs #s the next few months...
      8/1/13
    • johnbartles: agreed don't think FLAT a good play until Fed Reserve increases their policy rate, probably not until 2015
      8/1/13