gniappe

Bond Expert: Friday Wrap

The fed isn't likely to increase rates anytime soon, but whether or not the market tightens rates is something else altogether. It depends in large part on foreign demand. The treasury auction next week might give us some indication. I like TBT on pullbacks. So if the auction goes over well, we should see yields drop in the short term giving us a great opportunity to short longer term treasuries.

Market Vectors Brazil Small Cap - A New ETF for Exposure to Brazil

These emerging markets etf have run up quite a bit, but I still like Brazil along with China and India for the long-term. I have also started to take a look at Chile, which you can play with ECH [www.gniappe.com/2009/0...].