Seeking Alpha
  • Michael A. Gayed, CFA
    Great debate on Minyanville between me and Peter Tchr about Spring Switch out of bonds IEF and into stocks SPY. Check homepage for hilarity.
    5/3/12
    Reply (6)
    • Hypnos7: I think Pete should cover himself in green makeup. That would make him look intimidating, like Incredible Hulk or Martian Manhunter.
      5/3/12
    • Michael A. Gayed, CFA: You don't wanna make Tchir angry...you wouldn't like him when he's angry.
      5/3/12
    • mitrado: I have to say: that "Spring-Switch" seems really unlikely. Maybe it will be more like Market tanks followed by an "Autumn-Switch"...?
      5/7/12
    • Michael A. Gayed, CFA: Spring ain't over yet :)
      5/7/12
    • Josh Krause: Switch will require a change in management at the Fed. Long bond won't go up till Bernanke is shown the door.
      5/7/12
    • Josh Krause: Even then they will likely not let it rise too much to keep debt servicing costs low. I think I'm turning Japanese, I really think so.
      5/7/12