iShares Lehman 7-10 Year Treasury (IEF)

All Comments on IEF

  • commenter
    Jul 29 07:29 PM
    Stock vs. Bond Valuations [view article]
    you should add a colored band for "periods of terror" ie credit crunches -- when people flee to treasuries and the normal spread behavior does not apply

    For example....now
    Reply
  • commenter
    Jul 29 05:59 PM
    Stock vs. Bond Valuations [view article]
    Backward looking Reply
  • commenter
    Jul 29 05:47 PM
    My Website
    Stock vs. Bond Valuations [view article]
    Isn't there another way to see this - namely that interest rates are too low? Reply
  • commenter
    Jul 29 11:42 AM
    Stock vs. Bond Valuations [view article]
    Shouldn't you look at a chart over a longer period of time and also factor out the 1970s because during the past century inflation was abnormally high during the 1970s, and inflation is historically the worst enemy of 10 year U.S. treasuries?

    Thanks.
    Reply
  • commenter
    Jul 28 09:04 PM
    My Website
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    This cycle will only get worse at real estate continues to fall. Banks will be in bigger trouble in 6 months than they are now. Reply
  • commenter
    Jul 28 01:04 PM
    My Website
    Weekly Review and Outlook: Deleveraging's Not Just for I-Banks [view article]
    Tell the wife once a week you will be getting together with a few other gentlemen, to decide how we can all work smarter as many sure as heck are already working harder. Reply
  • commenter
    Jul 28 12:22 AM
    Treasury Bonds: The Short of the Century [view article]
    The discussion is missing the key point of this "short of the century". The Fed can control the fed fund rate, but it cannot control the yield of the US treasury, which is determined by the market. The US treasury rate is further driven by the short-term rate which is FF and the inflation expectation of the market. Thus even if Fed does not raise FF - which translates to higher forecast for future inflation i.e. the residual effect of expansive monetary policy, the long rate will go higher. On the other hand if Fed raise FF rate then long rate will also go higher as well, however the spread between short and long rate might flatten. So which point is not made clear? The long rate for the UST has no way to go but ... where? Safe for a financial crisis again emerging in the near future, which might happen too, you can never say never with this financial climate, however the Fed is determined to save the financial institutions (and the system) so any flight to quality will be relatively short lived. Full disclosure - I am short the UST. Reply
  • Has China Become the U.S. Treasury's Best Friend? [view article]
    "IF YOU WAIT LONG ENOUGH TO GET YOUR IRA MONEY OUT, MAYBE YOU'LL BE ABLE TO BUY A QUART OF LIQUOIR OR A SIX PACK OF BUD"

    That's a whole other rant of mine: the gov't sponsored retirement programs are nothing more than a boomer trap. They put a little sugar in there and the ants walked right in. All those stored savings are now locked into the system and the trap has been sprung. People will now watch their life savings evaporate because 401ks do not allow direct investment in anything tangible like land or gold. You have to invest in financial instruments which are subject to fraud and are always denominated in USD so that inflation affects them. And now the final insult is nigh: the stock markets are crashing leaving only 1 place to hide: US treasuries!!! Who in their right mind wants to own US debt? But it's the only place to shelter your 401k from collapsing markets. The gov't has suceeded in getting all retirees to accept 2% interest on their money in a 7-10% inflation environment. This is nothing more than a tax on your retirement savings. The gov't want everyone to be penniless in their old age so that they will vote for more nanny state "something for nothing" "gimme a handout" socialistic gov't.
    Reply
  • commenter
    Jul 27 07:02 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    To wav 76: Everyone gets the Gov they deserve... Reply
  • commenter
    Jul 27 07:00 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    Archman wrote: "Self, what is it that has made the american people so complacent and uncaring about their own future that we sit back and watch a select few plot out our destiny."

    Excellent piece and full of premonition...

    What is it Archman? The Gordon Gekko (Wall St.) effect: Greed is good!
    Reply
  • commenter
    Jul 27 06:57 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    who wrote: what else can be done?

    Hej, Who, these Gov shenanigans only prolong the process and increase the cost of the inevitable :"deja vu all over again".
    Reply
  • commenter
    Jul 27 06:54 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    Maveric wrote: Why are there so many articles here with blatant typographical errors? Surely one can take the time to proof read their own arguments.

    Hey, Mav, you are like all these pols, all show no substance. What does a typo matter, if the issues are dealt with?
    Reply
  • commenter
    Jul 27 06:51 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    "griz" writes: ....we crater into 2009-2010 and they (either Dems or Repub) hope a recovery in time to get re-elected in 2012.

    Yep griz, we have already Hanky Mea. But prior to your scenario we will have Obama Airlines and BillAry Banks. Not for their own doing...but the stage has be set by unfettered capatalism while the regulators were assleep after taking election money dope.
    Reply
  • commenter
    Jul 27 06:41 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    The Gov. has their back to the wall. Howelse would one explain the move of the GOP to support policies to the left of Moscow? See how they act in relation what they used to stand for and you know it's High Noon!
    Why do the GSE's need a rescue? Confidence, friends, confidence.
    The foreigners got sucked into holding depreciating $$$, buying CDO's and GSE (government backed - by what law) shares...Eventually they are going to stop and then the $ will go into the basement and long bonds will be 8.5% 'cause no "sovereign" will support us anymore with their taxpayers' funds. No need for them to sell, just abstain, and how will about 1.8bln external deficit be funded every day? With money coming out of worthless stoxx into "flight to quality"? You do the math!
    Reply
  • commenter
    Jul 27 10:14 AM
    My Website
    A Fed Rate Hike Won't Solve the Current Crisis [view article]
    Your identification of the trade deficit as the root cause of our ills is right on. But you are wrong to believe that the falling dollar will have any significant impact. Yes, "exports" are up, due to the soaring price of grain but also due to the soaring price of oil, driving up the value of U.S. oil exports. (Yes, the U.S. does export some oil.) Our trade deficit in manufactured goods is as bad as ever. The demise of U.S. manufacturing has actually accelerated as the dollar has declined.

    Rather, the trade deficit is due to granting free access to our healthy market to grossly overpopulated nations who are unable to offer access to equivalent markets in return. Their markets are emaciated by over-crowding and low per capita consumption.

    A falling dollar won't help. Foreign exporters won't stand idly by and watch their share of the U.S. market evaporate just because their profits are down. They'll aggressively cut costs (and "dump" if they have to) to sustain and even grow their market share.

    Pete Murphy
    Author, "Five Short Blasts"
    Reply