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marketwatcher23

marketwatcher23
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  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    I am adding to TLT soon, maybe tomorrow if we get a big NFP.
    Jan 8, 2015. 04:07 PM | Likes Like |Link to Comment
  • Drachma In Europe, Again [View article]
    I'd love to see Greece go but I don't think they will let it. If Greece ends up back on the Drachma and it is devalued massively I will be walking around Mekinos and the Greek Islands like the kook American tourist I was meant to be. I think it will end up being a good thing for them and Spain and Italy will be staring at them wondering "what if?"
    Jan 8, 2015. 09:05 AM | Likes Like |Link to Comment
  • FOMC minutes: Global slowdown, low inflation won't stand in way of tighter policy [View news story]
    His job is to jawbone
    Jan 8, 2015. 08:00 AM | Likes Like |Link to Comment
  • FOMC minutes: Global slowdown, low inflation won't stand in way of tighter policy [View news story]
    QE4? The fed is going to attempt to drive yields down more because they are not low enough?
    Jan 7, 2015. 05:34 PM | 1 Like Like |Link to Comment
  • FOMC minutes: Global slowdown, low inflation won't stand in way of tighter policy [View news story]
    I am with SD that they will raise rates this year, and yet rates will still fall.
    Jan 7, 2015. 05:34 PM | 1 Like Like |Link to Comment
  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    That is kind of a funny reply coming from someone named contrarianadvisor
    Jan 7, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    just another buying opp
    Jan 7, 2015. 09:15 AM | Likes Like |Link to Comment
  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    3k on the S&P is a lock. Look for a PE on the S&P of about 30 just on multiple expansion and I'd say look for 1.5% easy on the 30yr. The party is just getting going, don't leave yet.
    Jan 7, 2015. 08:39 AM | Likes Like |Link to Comment
  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    50% SPY 50% TLT and hit the beach.
    Jan 6, 2015. 02:45 PM | 3 Likes Like |Link to Comment
  • How Can The Bond Bull Keep Going? [View article]
    The ONLY bonds to own are U.S Treasuries. maybe some IG corporate debt. Yields have a long way down to go and everything other than good collateral will blow sky high on our way to Nirpvana
    Jan 6, 2015. 02:40 PM | Likes Like |Link to Comment
  • Is It Time To Panic? [View article]
    If buy panic you mean BTFD then yes, panic
    Jan 6, 2015. 02:37 PM | 3 Likes Like |Link to Comment
  • Gold Is Your Only Protection From Counterparty Risk (Audio) [View article]
    Their currency is pegged to the dollar.
    Jan 4, 2015. 08:50 AM | Likes Like |Link to Comment
  • Gold Is Your Only Protection From Counterparty Risk (Audio) [View article]
    Russia may or may not be buying or selling gold but Russian people want dollars. Absent that, they want cars, microwaves, dishwashers etc. Anything that is not their own fiat currency. I used to think differently but it is what it is. It's reality.
    Jan 4, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • Gundlach: Bull market for Treasurys to continue [View news story]
    80 years includes the economic boom periods which created the middle class baby boomer generation followed by the debt fueled consumption economies of the 80's and 90's. That started popping in 2000 and the middle class is going belly up now. That phase is over. I am not saying taxes and health insurance etc etc won't continue to climb. But those things are deflationary by nature and so unless the almighty dollar breaks apart don't look for rates to turn around.
    Jan 4, 2015. 07:36 AM | 3 Likes Like |Link to Comment
  • Gundlach: Bull market for Treasurys to continue [View news story]
    I think you are seriously underestimating worldwide (and institutional) demand for UST's as well as the fact that the fed owns 46% of every UST with a maturity of 10yrs or more and they are not selling. The fed is doing the best they can with this nonsense talk of raising rates (which they very well may out of desperation) to keep the yield curve from completely imploding, but as Gundlach correctly observes, yields will still end up going down.

    As long as the debt goes up, yields will continue to go down.
    Jan 4, 2015. 07:32 AM | 2 Likes Like |Link to Comment
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