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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: James Hutton who wrote (184544)2/17/2009 11:13:47 PM
From: Skeeter BugRead Replies (2) | Respond to of 306849
 
>>I'd avoid TBT unless and until the gov. clarifies its position on buying 30-years. I think it's inevitable and will come relatively soon. <<

James, can you explain your thoughts in more detail?

tia...



To: James Hutton who wrote (184544)2/17/2009 11:40:06 PM
From: posthumousoneRespond to of 306849
 
Looks like PTEN cut its dividend...it was ~8% and now yields 2%

FCX suspended their juicy dividend 2? months ago...im surprised it is as high as it is

Im looking for electronic medical record software systems..
ATHN, Mckesson......who gets to land the juicy contracts from spending bill.

Im buying TBT a little at a time.....plan to hold for years

I have no track record being a wuss sitting in cash for 8 years.



To: James Hutton who wrote (184544)2/17/2009 11:59:28 PM
From: patron_anejo_por_favorRead Replies (1) | Respond to of 306849
 
Agree on NG. It will be a buy later this year, I don't think we'll see the 2's, maybe the low 3's for a few weeks.

I think TBT will eventually break out because foreigners will refuse to keep funding are printing. No printing, no T-bond buying (while at the same time funding ginormous on- and off- balance sheet government liabilities.