• Todd Johnson
    Interest rates must go down per DoubleLine and Bill Gross-Pimco. This means mREITs, REITs, high yield should all rocket higher. $O $AGNC
    7/27/13
    Reply (12)
    • weed: I'm confused Todd, didn't we have a discussion a day or 2 ago about rising interest rates? I can't find it, so maybe senility is kicking in
      7/27/13
    • Perkins Cove: Halfheimers weed....? wink
      7/27/13
    • Perkins Cove: (we "old guys" need to stick together)
      7/27/13
    • TheSandman: TJ -- did you leave off the /sarc tag?
      7/27/13
    • Todd Johnson: Hi sandman, I'm just trying to understand what folks think.
      7/27/13
    • William James: I believe the evidence of recovery overstated. Tapering is/was a trial balloon. Fed will ultimately continue on present course.
      7/28/13
    • weed: FWIW, I think politics rule policy until at least 2017. Interest rates stay low until our masters need them to rise.
      7/28/13
    • William Packer: The federal reserve is about to put on a hard number for the 0 interest rate policy.That number is expected to be 6%.The soft number was 6.5
      7/28/13
    • William Packer: Talking about the unemployment rate
      7/28/13
    • Ron Reed: The hard part is that those numbers are so politically skewed that anything is possible. #1 they are not the real rate, only new requests
      7/29/13
    • Ron Reed: #2 they revise those rates based on public and market reaction #3 they are b.s. justification for programs on both sides of the isle.
      7/29/13
    • Ron Reed: QE will continue until it no longer becomes politically profitable.
      7/29/13