Seeking Alpha

Treasurys and gold continue nice 2014 run

  • Money continues to flow into the world's most hated asset class, with the 10-year Treasury yield off a big nine basis points today to 2.77%. It started the year at 3%. Year-to-date TLT has already outperformed the S&P 500 by about 620 basis points.
  • Another asset garnering its fair share of hate entering the year, gold continues a nice 2014 run. Up 2% today to $1,264 per ounce, the metal's up more than 5% YTD.
  • Long-duration Treasury ETFs: TBT, TLT, TMV, TBF, EDV, TTT, TMF, SBND, ZROZ, TLH, DLBS, VGLT, UBT, TLO, LBND, TENZ, TYBS, DLBL
  • Gold ETFs: GLD, IAU, PHYS, SGOL, UGL, DGP, GLL, DZZ, UGLD, DGL, DGZ, AGOL, DGLD, GLDI, TBAR, UBG
Comments (16)
  • Chris DeMuth Jr.
    , contributor
    Comments (4022) | Send Message
     
    We switched our view of the bond market in the New Year. We are out of our TMF short, our favorite short idea of 2013, and are long bonds via ACG.
    23 Jan, 01:56 PM Reply Like
  • Special Situations and Arbs
    , contributor
    Comments (533) | Send Message
     
    Chris is there a timeframe attached to your new current view of the bond market?
    23 Jan, 02:08 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4022) | Send Message
     
    This year.
    23 Jan, 02:10 PM Reply Like
  • Doug Eberhardt
    , contributor
    Comments (2723) | Send Message
     
    "Another asset garnering its fair share of hate entering the year, gold "

     

    you forgot to add after the word hate, "by Seeking Alpha editors."

     

    Unreal.
    23 Jan, 01:57 PM Reply Like
  • dsr70
    , contributor
    Comments (1397) | Send Message
     
    A bit more than SA editors. The market spoke in 2013.
    23 Jan, 03:07 PM Reply Like
  • filipo
    , contributor
    Comments (2721) | Send Message
     
    Priceless remark, Doug !
    23 Jan, 03:43 PM Reply Like
  • minecanary
    , contributor
    Comments (411) | Send Message
     
    So was the market speaking the last 13 years...and so far this year? I think
    your DUST shares are showing
    23 Jan, 06:28 PM Reply Like
  • dsr70
    , contributor
    Comments (1397) | Send Message
     
    How did you know my name?
    23 Jan, 06:29 PM Reply Like
  • Interesting Times
    , contributor
    Comments (10084) | Send Message
     
    So now were going to hear what LAST year was ? Sorry but that is history right now !! Gold is starting to make a comeback !

     

    Interest rates drop on the 10 year and gold goes up ? Come on people you have to scratch your head on that one ..
    23 Jan, 08:37 PM Reply Like
  • Interesting Times
    , contributor
    Comments (10084) | Send Message
     
    "How did you know my name?"

     

    NSA told him .. Just like it told him gold was heading higher slowly and the miners ,beaten up for a while, look attractive now !!
    23 Jan, 08:39 PM Reply Like
  • filipo
    , contributor
    Comments (2721) | Send Message
     
    IT,
    Judging from media comments, some people are really hard boiled:
    http://bloom.bg/1ish5xD

     

    Title: "Gold falls"
    Last line: "Gold slid to $1,260.02 an ounce".
    $1,260 !

     

    My goodness, what a fall. This is soooo hilareous.
    23 Jan, 10:10 PM Reply Like
  • Ninja Trader
    , contributor
    Comments (622) | Send Message
     
    More like the banksters spoke. Wake up!
    23 Jan, 11:59 PM Reply Like
  • Ninja Trader
    , contributor
    Comments (622) | Send Message
     
    dsr70,

     

    More like the banksters spoke. Wake up!
    24 Jan, 12:06 AM Reply Like
  • David at Imperial Beach
    , contributor
    Comments (3144) | Send Message
     
    Gold has been outperforming bonds so far this year. I would expect most investors to be wanting higher yields than bonds are currently offering. If I were a bond buyer I'd still be accumulating cash before making my move.
    23 Jan, 05:09 PM Reply Like
  • Interesting Times
    , contributor
    Comments (10084) | Send Message
     
    DAIB

     

    We have some rough waters ahead !
    23 Jan, 08:40 PM Reply Like
  • DeepValueLover
    , contributor
    Comments (8130) | Send Message
     
    (GDXJ) was WAY oversold last year and now the shorts are in a world of pain.

     

    (JNUG) up 63% this year...and it ain't even February yet...WOW!
    23 Jan, 10:41 PM Reply Like
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