Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (53627)	9/9/2011 3:02:45 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 95490

OT Treasury short: I may be wrong, for exactly the reason you point out. Chronic deflation, with serial failed Keynesian stimulus efforts (and ever-higher government debt) is one possible future. Not a good one. Plans usually fail, because the initial assumptions are wrong, or crucial facts are ignored. My initial assumption, in shorting Treasuries, was that the 30Y yield would be in a 3.5%-4.7% tradeable range. That 3.5% level may turn out to be resistance, not support. Certainly looks like it's failing. Message 27581525 Actually, events that lead to permanent 10Y Treasury yield <2%, would also lead to permanently suppressed consumer spending.......and less demand for chips....so this isn't OT after all.