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

To: MCsweet who wrote (38871)	8/18/2010 1:24:45 PM
From: rllee	Read Replies (1) \| Respond to of 78594

GYB, nice chart. Maybe worthwhile to get in even at this level. Why are you holding back?

To: MCsweet who wrote (38871)	8/18/2010 3:33:33 PM
From: Jurgis Bekepuris	Respond to of 78594

GYB: Thanks, but that's not what I want from this part of money. I bought TIP as highly liquid, no counterparty risk cash alternative. It may be that short term agency paper is better choice, I'm not sure. If I wanted yield, I'd stayed in my fixed rate prefs. Unfortunately, they drop a lot on any yet-another-world-calamity event, as does GYB: bigcharts.marketwatch.com If someone expects rates to go up to 6-7%, there is really no good play IMO. Stocks might be a partial play, but it's not given they will go up or down as rates go to 6-7. Bonds will go down. Commodities - who knows. Cash would not go down, so it's good in that sense, but it would not go up either. Inverse bond fund may be the ticket, but IMO any inverse bond fund would suffer from the drag of maintaining artificial reverse position, fees, etc.