Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (24166)	10/13/2002 5:09:19 PM
From: Mark Adams	Read Replies (1) of 74559

E, Try bondtalk.com [Edit] Dang- those charts are really out of date. Looking for a more current source. I think VG ITC relative outperformance in Sept may be due to the 15% Treas/Agency, which also may be the reason for the drop yesterday. I presume the manager is smarter than I and may already have changed the allocation. I wonder how we will know people are putting on the convergence play? I suppose watching the yld spread is the way to see it. That's what I thought was happening in August, as both the Investment grade and High Yield improved in pricing.

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