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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Doo who wrote (12028)2/26/2009 7:53:54 AM
From: Poet  Respond to of 33421
 
Thanks for asking. -g

I know I'm far behind the curve here in terms of understanding Treasuries and bonds, but my interest has been piqued by some recent allusions by John and others as to where they think things might be headed.

So I'm all ears (and ravenous appetite) as well.



To: Doo who wrote (12028)2/26/2009 8:45:52 PM
From: John Pitera1 Recommendation  Respond to of 33421
 
There are not really any easy choices if you are looking for yield at all. The best advice I could offer would be to have it in an asset allocation model, where it's diversified in several different currencies, some precious metal exposure. It probably does not make sense to have debt that is to far out on the yield curve (over 5 years to maturity). Some Convertible preferred shares and some exposure to the US equity market which looks due for real rally.