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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (123)2/17/2004 11:36:11 AM
From: gregor_us  Read Replies (3) of 116555
 
CDE and PBR: My Only Positions.

I continue to hold both, although the CDE tranche has limited upside via a covered call. The PBR position is something I'd like to carry for quite some time.

I am 50% cash. I would buy more New Zealand Govt bonds if the prices softened--but even with the latest rate hikes, their debt market is firm. (The balance sheet of the NZ Govt is rock solid these days.)
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