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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (33253)1/12/2009 1:03:27 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78683
 
I added a bit more HOG today.



To: Paul Senior who wrote (33253)1/13/2009 1:31:36 AM
From: Spekulatius  Read Replies (1) | Respond to of 78683
 
TBT, PEP, RYJUX
Even with the market in a funk I am not getting much fills. The stuff that I want just does not seem to go down much. A few PEP today for both my IRA and my taxable account did get filled.

I am looking into ways to bet against treasuries. Treasuries seems to be the last bubble there is. TBT is a 2x levered ETF bet on increasing 10&20year treasury yields, RYJUX is a 1x fund bet on 30year yields. I am not crazy about the 2x levered funds but it is the only tool available in my IRA.

Both have rallied a bit off their lows but are now falling back. My rationale is that treasuries yield should not stay low forever. Ultimately the fed's money will inflate something (although it is almost certainly not the things that they want to inflate) and then the treasury yields will rise. That should be good for the owner of TBT or RYJUX. Comments welcome.