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 coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: Real Man who wrote (3528)1/22/2008 6:45:09 PM
From: stockycd  Read Replies (1) | Respond to of 71454
 
Bonds are viewed as the "safer" asset. I still say the FED is buying the long end.

My opinion is that when the government stopped issuing 30 year bonds several years back, they effectively took the bears out of the trade.

cd



To: Real Man who wrote (3528)1/22/2008 6:59:06 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 71454
 
look at the miss pricing of risk. you will find the answer. its a one off event as far as the text books go.



To: Real Man who wrote (3528)1/23/2008 8:20:08 AM
From: RockyBalboa  Read Replies (1) | Respond to of 71454
 
Started a short Eurodollar position. Eurodollar spreads came down by the flooding of the market along with Zeros (Fed Funds), but the spreads remain tight and there is talk of 2% FF in Dec 08.

That would assume 125bps until before Dec 08.