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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: smolejv@gmx.net who wrote (38158)9/12/2003 12:40:34 PM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
Hi DJ, welcome back.

I count 56 equity positions, plus currencies, gold (the currency), bonds achamchen.com.

On interest rate, I have a short position in TLT puts, betting long term interest rate will stay at current level for a while (March), and I have a straddle on NLY, wagering the yield curve will stay steep for the moment (January).

After the while and the moment, I have not started to guess at, but, yes, eventually we should be able to buy 18% yielding 30-yr treasuries.

Chugs, Jay