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Strategies & Market Trends : Bonds & Bond Funds -- Ignore unavailable to you. Want to Upgrade?


To: KyrosL who wrote (6)12/16/2008 4:00:11 PM
From: peter michaelson  Read Replies (1) | Respond to of 161
 
Those look like nice opportunities. Not so horrendously leveraged like PMQ, for example.

One concern is the long duration and the potential for future inflation. I've thought about hedging that risk by buying TBT - the short Treasury proshares fund.

I've just been reviewing my tax situation too - I'm one of the lucky ones with taxable gains. I wonder if muni's are weak partially because there are fewer people with gains around. Some of those who formerly needed the tax free income no longer need to avoid taxable income.

Thanks for posting.



To: KyrosL who wrote (6)12/19/2008 1:04:54 PM
From: KyrosL  Respond to of 161
 
KTF's portfolio manager bought 6K shares. Pretty unusual for an insider of these CEFs.

sec.gov



To: KyrosL who wrote (6)12/21/2008 12:54:21 AM
From: peter michaelson  Read Replies (1) | Respond to of 161
 
KyrosL:

Congrats on NZF in the 8.20's. It closed at 9.80 on Friday. I bought a few in the 8.40's, so I owe you.

I see you also did very well on the KTF buy. How did you spot those in particular so quickly when they fell. Do you have a long list that you keep watch on? Alerts?

thanks peter