sgt.red.blue.red

Abby Joseph Cohen's Bullish Calls

Abby was predicting SP move to 1675 one year out from when it was 1463. Go and see when the SP was at 1463 and plot out one year, then check her predictive ability.

Lessons on a Busted Move in Bonds

If you're looking for a short term trade on TLT, it might be coming soon. But the real time to buy TLT is when the stock market is peaking, like, say June, 2007, when, nobody in his right mind would (sic) would want to be sacrificing 'upside' for something like 5.25+ % yield.

PIMCO's Bill Gross Sees a Bleak Future

I think in June early July 2007 on CNBC Bill said we are bear market bond managers now (I believe he was referring to the long down trend of Treasuries) and lo, a few months later, bond prices rallied. So he was bearish, but wrong then.


On May 31 01:41 PM Michael Young wrote:

> Excellent thread. I always wonder if Bill Gross is a little more
> pessimistic than he could/should be. Has he ever been bearish on
> bonds?