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Strategies & Market Trends : Longer-Term Market Trends -- Ignore unavailable to you. Want to Upgrade?


To: Perspective who wrote (2136)4/22/2009 10:07:08 PM
From: SwampDogg  Respond to of 3209
 
Noticed that a couple of years ago...would imply interest rates in the 20%+ range in the coming years
Just plain shorting low coupon 10 year T-Bonds here is not very high risk and pretty cheap to carry. Utilities may also be prime short candidates.
Chart looks pretty bullish in the ST but something to look at at higher levels

stockcharts.com

this may actually make a nice long IT

stockcharts.com



To: Perspective who wrote (2136)4/22/2009 11:44:32 PM
From: morokko65  Respond to of 3209
 
$TYX flirting with a breakout, looks like a brother leg to the lauch out of the low is brewing. Long RRPIX rising rates fund:

stockcharts.com

I work as an REO manager in northern California, in some areas, inventory levels have dropped and I am seeing low DOM for historically high demand areas. A pop in rates could set off an unexpected pop in values in some areas of 5-10% in an old-fashioned buying panic (that would likely be regretted in 2010)

I know it sounds far-fetched, but I am hearing anecdotally of multiple offers for areas that are perceived as "cheap"

It could be the mother of all false springs, but it may have implications for other sectors...