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Politics : Idea Of The Day
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To: jtech who wrote (39671)5/16/2001 4:46:09 AM
From: IQBAL LATIF  Read Replies (1) of 50167
 
Higher yields lower prices as inflationary fears play in, normal for a market that has to take off, please re-visit my posts on 22nd March and 4th April I was insisting on selling bonds and getting into equity, now as FED cuts hard the investors in bonds long money feel that inflation will come back roaring, remember that stagflation argument, and that is not the end of the debate this gyrations may continue all the time for next few months until money walks or show me the money materialises. This is an upward sloping yield curve a normal looking curve where short money is lower and medium a little higher and the deep end right up there.

I would expect to build my bond positions back to 35% levels; I think fwiw that inflationary fears are overdriven. I think 5.90% yield on long bond is a good hedge if market will fall flight of capital will help bonds and if market takes off bonds will be any way fall as their would be non-existent inflation. A good hedge here a long bond in next few days say by 5.98 or on the way down below 5.84..
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