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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (24621)1/14/2005 2:56:39 AM
From: lisalisalisa  Read Replies (1) of 110194
 
I Dont know about Heinz not being long treasuries.

I can remember him saying recently the long bond still had a lot of 'fat to trim;. "4.5% until it gets to zero"- or some such comment. I got the impression he thought rates were going much, much lower..which makes me think he might even be long treasuries..though I could be wrong.

I know that instead of cash, i hold TLT as a proxy...

LLL
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