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Kozhany

Kozhany
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  • The Fed is considering abandoning its plan to eventually sell the trillions of dollars of bonds it's bought and just let them mature instead. The move would prevent the disruption of markets that might come with big sales, and it would prevent any losses if and when interest rates rise, not to mention any subsequent criticism from Capitol Hill. There might be some economic benefits too. [View news story]
    I'have some in reserve too... ;-)
    Mar 9 01:06 PM | Likes Like |Link to Comment
  • The Fed is considering abandoning its plan to eventually sell the trillions of dollars of bonds it's bought and just let them mature instead. The move would prevent the disruption of markets that might come with big sales, and it would prevent any losses if and when interest rates rise, not to mention any subsequent criticism from Capitol Hill. There might be some economic benefits too. [View news story]
    Tx
    Mar 8 10:50 AM | Likes Like |Link to Comment
  • The Fed is considering abandoning its plan to eventually sell the trillions of dollars of bonds it's bought and just let them mature instead. The move would prevent the disruption of markets that might come with big sales, and it would prevent any losses if and when interest rates rise, not to mention any subsequent criticism from Capitol Hill. There might be some economic benefits too. [View news story]
    So, I have some TLT, that I hold as a "cover" for my stocks in case of the bears would be right. My question to the readers :
    Do you believe that it is a good idea?
    Mar 8 05:07 AM | 1 Like Like |Link to Comment
  • Buying Treasurys is like "walking in front of a steamroller to pick up $1," Lee Cooperman tells CNBC, putting himself (along with Omaha's Oracle) on the other side of the trade from Jeff Gundlach who said last night he sees good value in the long bond yielding 3.13%. For about the 4th year running, U.S. Treasurys take the title of world's most hated asset class. Other than Gundlach, it's hard to find someone to say a nice word. [View news story]
    Treasure bonds must be taken as a "cover". I think.
    Mar 6 08:56 AM | Likes Like |Link to Comment
  • Jeff Gundlach is a renewed bull on bonds, buying "more long-term Treasurys (TLT) in the last month than in the last four years." The 10-year yield popped north of 2% in February and is back down to 1.87% at the moment. He remains short the yen and long the Nikkei. As for Apple - now below what seemed to be his absurd $425 target just a few months ago - there's no word if he's covered that bet. [View news story]
    This is why I use TLT + options to cover my stocks (even if they are mostly defensives ones). I believe that it's better to take positions that are not too offensive than to live constantly in anxiety.
    Mar 5 04:07 AM | Likes Like |Link to Comment
  • SPY -0.6%, QQQ -0.8% following numerous economic releases this morning showing any financial market froth from the Fed's QE isn't spilling over into the economy. Long-term Treasurys add to gains, the 10-year yielding 1.97% and TLT +0.7%, TBT -1.4%. [View news story]
    Anyway, it is always when I just bought something that it pulls back!
    Feb 21 11:43 AM | Likes Like |Link to Comment
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