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dawase@gmail.com » Comments » CAT

  • Bond Expert: Monday Wrap [View article]
    If the buyer is the Fed... doesn't that mean we're still on the hook? Who else is buying at these ridiculous rates? Especially after factoring in the inevitable devaluation...
    Jan 05 22:35 pm |Rating: +2 0 |Link to Comment
  • The Dogs of the Dow Can Keep You Out of the Doghouse [View article]
    Yield seekers have gotten crushed this year... especially in the last half. Witness the flood of capital into Treasuries even at virtually zero nominal yields and even possibly negative real yields which continues even now.

    Eventually the spreads we see to the risk-free curve will shrink. It's a question of when not if. However, the time frame is anyone's guess. In the meantime, dividend cuts are a real risk and the outcome would be not only a loss of income, but potentially and likely a reduction of principal as well as yield-seekers flee the issue.

    I would think if you're looking for a short-term place to hide the preferreds are a better bet than the DotD.
    Dec 11 16:50 pm |Rating: 0 0 |Link to Comment
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