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 : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (19965)12/30/2004 8:02:28 PM
From: mishedlo  Read Replies (2) | Respond to of 116555
 
what about spreads that short junk? junk spreads have narrowed ridiculously. is there any way to short a junk index or proxy through the futures or regular equities?

Not that I know of.
WE need a junk futures index first.

Russ's idea of agencies to treasuries seems like a pretty good bet. Still, I do not know how you can beat cheap June ED options for some sort of hedge at least.

Mish



To: Wyätt Gwyön who wrote (19965)12/30/2004 9:35:14 PM
From: russwinter  Respond to of 116555
 
I think just the spread trades I outlined on the futures. In equities there are names like MBI, MTG, NEW, and maybe even MCO (Moody's). There ought to be questions about them when it's all said and done? Or just the XLF index puts, which are cheap.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News