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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.78+0.2%Nov 3 4:00 PM EST
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To: Cogito Ergo Sum who wrote (79339)9/9/2011 9:39:58 AM
From: TobagoJack  Read Replies (1) of 217532
 
do not know
just trying to follow the script
do not quite understand the higher order math and puzzled by the parallel universe logic

so figured, what the heck
just getmoregold

just in in-tray

From: A
Send: 2011 09 9 8:25 PM
Subject: RE: Comments - week of Sept. 5

Flattening/inverting the yield curve is surely only gonna be a short term relief for the banks if they can no longer ride the curve?

From: W
Sent: 09 September 2011 08:52
Subject: RE: Comments - week of Sept. 5

The Fed isn't doing Twist to help the economy.It's doing this to help Tsy finance and roll over record unfunded deficits.A 10 yr UST is a junk bond in drag.Fed is also giving a window for its stockholder banks to exit their duration at a profit.As long as servicing costs are successfully suppressed the unmanageable stock of debt becomes irrelevant.

From: T
Sent: Friday, September 09, 2011 2:00 PM
Subject: Re: Comments - week of Sept. 5

Very interesting ideas. Is the Fed really going to rebalance their holdings to, "improve" borrowing costs when the Ten is near 60 year lows? And, even at these low rates we do not see any real increase in new mortgage applications or the more expected refi's? Not to mention compressing the curve is not going to help their banking masters.

I've been making quick little hits shorting Treasuries via TBT, but I'm starting to think a core position might be an interesting play. Even if the Fed does Operation Twist, didn't we see yields increase during QE2? It was only after it ended and market fear and potential deflationary winds increased that we saw the rally continue and yields really move lower.

At some point awareness of the real return on the Ten and Thirty is going to create a potentially serious sell-off. All bets are off of course in a deflationary depression.
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