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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (119381)9/22/2009 11:35:09 PM
From: Skeeter Bug  Read Replies (1) of 132070
 
Knighty, do you think there is an interest rate play here in TBT? rates seem to be very low - especially given that the FED is buying fully half of its newly issued treasuries and they are 80% of the MBS market.

supposedly, they stop doing this in october, but they can't unless interest rates sky rocket to attract an extra trillion a year in debt.

if they leave the MBS market, it collapses.

if the government doesn't get out of the monetizing business as promised, the bond vigilantes should strike.

i'm thinking TBT might be just ahead of a potential very explosive move.
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