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tbonetmoney

tbonetmoney
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  • WisdomTree Rolls Out Australia & New Zealand Bond ETF To Replace NZ Currency Fund [View article]
    JGBL, JGBT, JGBS, JGBD
    Dec 13 01:31 AM | Likes Like |Link to Comment
  • A Better Way to Short Treasury Bonds Than TBT? [View article]
    ipathetn.com/
    I like the fixed income ETNs offered by ipath. The DLBS or SBND ETNs are a better option than TBT, but they do come with credit risk that TBT does not.
    Apr 15 08:04 PM | 1 Like Like |Link to Comment
  • PIMCO Goes Short - And So What? [View article]
    In Bill's defense he said in late October of 2010 said the Fed easing signifies an end to the bond bull market, and clearly rates have risen since. www.bloomberg.com/news...
    He may be right this time because inflation is rising.
    Apr 11 05:58 PM | 5 Likes Like |Link to Comment
  • Position for a Collapse in the Japanese Yen [View article]
    Japanese banks may be a nice option for those negative on JGBs. Here is an article showing how the laggard cyclicals such as MTU tend to bottom as the Japanese bond prices are peaking along with the yield spread.www.insidefutures.com/...
    Apr 10 10:38 PM | Likes Like |Link to Comment
  • Position for a Collapse in the Japanese Yen [View article]
    www.powersharesetns.co...
    They trade on the NYSE. My reluctance stems from my lack of experience/knowledge of the futures market. However I do think the argument for rising rates is very compelling, and therefore if the futures market is the only way to put on this trade I suppose I will learn how. Could you recommend a broker for the individual investor to trade in derivatives on the SGX?
    Apr 9 03:03 PM | Likes Like |Link to Comment
  • Position for a Collapse in the Japanese Yen [View article]
    I second Daily Trading, how do I short JGBs outside of the futures market shortjapandebt? There are two new etns JGBL and JGBT that are long ten year japanese government bonds. Would I be able to short those? In the meantime, I hold CEW and YCS.
    Apr 6 10:44 PM | Likes Like |Link to Comment
  • New Foreign Bond ETNs for Germany, Italy and Japan [View article]
    Do you know if short selling is allowed or if options are available for JGBL/JGBT?
    Mar 31 09:07 PM | Likes Like |Link to Comment
  • Before Buying Japan, Consider This [View article]
    I bought YCS to hold for the next couple of years against my holding of CEW. Do you only expect a weaker yen in the next few weeks/months?
    Here is a quote from Marc Faber giving his case for investing in Japan. I am watching DXJ , JOF some ADR's to maybe put a little money in Japanese stocks.
    "...well I think after this kind of twenty years bear market in Japan the valuation is low and the key to the performance of Japanese shares is that the Japanese bond market becomes unattractive and that the Yen over time weaken I think that as a result of the reconstruction work that may cost up to $300 billion U.S. dollars that obviously the government will have to monetize, will push money into equities. I think Japanese shares are worthwhile to accumulate."
    Mar 29 05:29 PM | Likes Like |Link to Comment
  • Memo to New Japan Bulls: Watch Your Currency Risk [View article]
    Japan bulls who wish to invest in an ETF should look at DXJ which takes care of currency risk.
    Darrel , Do you think now is the time to buy Japanese stocks? If so what sectors?
    Mar 29 04:50 PM | Likes Like |Link to Comment
  • Intervention: The G-7's 'Cash for Clunkers' Program for the Yen [View article]
    Very nice article, I would just comment that in 1994 unlike today, Japan was not indebted to the point that would necessitate monetization of that debt.
    Mar 26 03:49 PM | Likes Like |Link to Comment
  • Country-Specific Bond ETNs Debut from PowerShares, Deutsche Bank [View article]
    It would be nice if they would come out with a short JGB ETN. Do you know if powershares plans to release inverse bond etn? Can JGBL be sold short?
    Mar 26 11:07 AM | Likes Like |Link to Comment
  • Japan Quake: Boon for Refiners, Bane for Nuclear Stocks [View article]
    Given the Y15 trillion liquidity injection , what about USD/JPY does the
    massive amount of liquidity trump the potential repatriation of yen and hence a weakening yen?
    Mar 14 01:49 AM | Likes Like |Link to Comment
  • Russell 2000 Is Overvalued and Set Up for a Crash [View article]
    He rounded up, but from the ishares website he is right on thef P/E and book value. Look closely at the footnotes on yahoo fnance, the P/E is as of November 30, 2010. Here is the overview from ishares.
    us.ishares.com/product...
    I am watching closely IWM and QQQQ, I agree a correction may be looming.
    Feb 8 06:39 PM | 2 Likes Like |Link to Comment
  • Bull Market Trouble? Russell 2000 Not Confirming New S&P 500 Highs [View article]
    blogs.wsj.com/marketbe.../
    I am not a technical analyst, but I have read recently that the IWM chart is forming a bearish broadening top.
    seekingalpha.com/artic...
    I will be watching the Russell 2000 closely.
    Feb 8 06:00 PM | 2 Likes Like |Link to Comment
  • Growing Signs That We May Be on the Verge of a Correction [View article]
    www.businessinsider.co...
    I am short emerging markets with the etf EUM since 1/11/11
    India has fallen over 15% and Brazil 8% over the last 3 months.
    I guess you think China has the the most to fall FXI is down 11%.What do you think of other emerging markets?
    Feb 7 05:35 PM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
11 Likes