Wriiight's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/265350/comments http://seekingalpha.com/article/116061-ultrashort-lehman-20-year-treasury-is-rocking?source=feed#comment-364390 364390
If the treasury coupons are just steepening (the lower maturities stay low) than it isn't catastrophic, the US will still have cheap financing for a while longer. Also, the long term rates are crazy low, and I don't see why having long term treasury yeilds up to 6 or so is a disaster. On the other hand it also makes non-government long term bonds less likely to come back from the crisis.

At the very least be happy that you aren't yourself pushing the bond yields up, the volume on the real thing is way to high for the ETF to have any real effect on the market.]]> Fri, 23 Jan 2009 14:19:30 -0500
If the treasury coupons are just steepening (the lower maturities stay low) than it isn't catastrophic, the US will still have cheap financing for a while longer. Also, the long term rates are crazy low, and I don't see why having long term treasury yeilds up to 6 or so is a disaster. On the other hand it also makes non-government long term bonds less likely to come back from the crisis.

At the very least be happy that you aren't yourself pushing the bond yields up, the volume on the real thing is way to high for the ETF to have any real effect on the market.]]> http://seekingalpha.com/article/105339-10-more-notes-for-the-current-crisis?source=feed#comment-302900 302900 FNM). Where does the bailout end?"

Or possibly, 'When does the bailout start'? For the GSEs haven't drawn upon their $100B as of yet. So far they still have the cash to lock away in their loan-loss reserves and their current operations are profitable. The future cost of projected loss weigh heavily upon their future outlook, but there is still hope to pull through. If you examine the numbers Fannie put out yesterday, you will see the bulk of their losses come from losing the ability to use their tax credits and from having to stock away more money into their loan loss reserve account as their projected future losses are adjusted higher. The GSEs are not quite the disaster that AIG is.]]> Tue, 11 Nov 2008 09:47:14 -0500 FNM). Where does the bailout end?"

Or possibly, 'When does the bailout start'? For the GSEs haven't drawn upon their $100B as of yet. So far they still have the cash to lock away in their loan-loss reserves and their current operations are profitable. The future cost of projected loss weigh heavily upon their future outlook, but there is still hope to pull through. If you examine the numbers Fannie put out yesterday, you will see the bulk of their losses come from losing the ability to use their tax credits and from having to stock away more money into their loan loss reserve account as their projected future losses are adjusted higher. The GSEs are not quite the disaster that AIG is.]]> http://seekingalpha.com/article/96384-the-bumpy-ride-ahead?source=feed#comment-259409 259409 Fri, 19 Sep 2008 15:16:52 -0400