SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (21948)11/18/2004 12:09:40 AM
From: mishedlo  Respond to of 110194
 
put call ratio on treasuries is the COT ratio

Mish



To: russwinter who wrote (21948)11/18/2004 12:13:24 AM
From: mishedlo  Respond to of 110194
 
what does the 10 yr divided by the 3 month tell you (other than the yield curve is flattening).
In fact, is it saying that or something else?

Mish



To: russwinter who wrote (21948)11/18/2004 12:16:36 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
BTW that article on PIMCO today bailing on junk could be significant.

If he is starting a trend and junk tanks, stock MAY finally go down. I have been waiting for junk to break for quite some time.

Remember my view though: flight out of junk (and stocks) and into treasuries

eventually it may all blow up.

Mish



To: russwinter who wrote (21948)11/18/2004 12:31:07 AM
From: mishedlo  Respond to of 110194
 
Google is like a work of contemporary art... No one knows
what it is worth, but investors feel very smart and
up-to-date owning it. As Jim Cramer says... it just gives
you such a tingle, you know you gotta own it.