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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (91305)	6/9/2012 6:26:34 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 218447

Spain has been bailed out (for now),,, However, Argentinians are withdrawing $100 million per day... reuters.com Hawk

To: carranza2 who wrote (91305)	6/10/2012 3:57:15 AM
From: TobagoJack	Respond to of 218447

re interest rate and j6p enthusiasm On 10 Jun, 2012, at 11:3 AM, J wrote: It is interesting that joe6pack by way of direct action and their pension fund manager fiduciary agents are devolving quickly from diversified real estate/bond/stocks mix to progressively narrower playing arena - sovereign bonds of the empire. As it is the market arena's grim duty to systemically fuck the most participants in the harshest ways at the most inconvenient times, I am guessing that j6p per bad money drives out good cash premise shall continue to bail out wang3cups and sake9tumblers out of prospectively disastrous holdings and triumph as last-person-clutching-a-bomb in a game that is named last-man-standing. Iow, j6p retail is playing a fatal game by the wrong rules. The truth that folks are happily buying all-risk-n-return debt hints at darkness ahead. 30-year will not hit 5% before tagging 1%, because the empire is still strong, the usd is still a reserve currency as well as a trading and funding currency, and besides HK real estate, the viable choices for yields are disappearing fast. The world hasn't a viable alternative yet. The alternative shall be in place in between 6-14 years depending on interim hiccups and occasional missteps. Just got SMS from coal girl, thanking yours truly for, I quote "it is good to learn from u, now I need to make a new plan and try to be the person last standing" Another soul saved. On 9 Jun, 2012, at 10:21 AM, M wrote: Retail wants to be "safe," but also is in dire need of yield.....so they buy long-dated US Treasuries......they have absolutely no idea how "unsafe" these investments might turn out to be.....Do they have any idea that if their 3% 30-Year Bonds move to a 5% yield, they'll be showing a 30% loss in principal? Ouch. On Sat, Jun 9, 2012 at 9:14 AM, C wrote: Guess Who's Buying All the Bonds? (It's Not the Fed) CNBC.com \| June 08, 2012 \| 02:09 PM EDT Mom-and-pop investors, and not the Federal Reserve, have been the ones most responsible for driving the mad dash to government debt, according to newly released data. The Fed's ambitious Treasury-buying program has pushed the central bank's balance sheet to $2.83 trillion and, by many accounts, the benchmark 10-year Treasury yield to record lows, most recently to 1.56 percent. But despite the low yields, it's been retail investors most responsible for the recent move plunge. "The conventional view is that 10-year Treasury yields have been pushed down to 1.5 percent and 10-year (Treasury Inflation Protected Securities) yields to -0.5% by the actions of the Federal Reserve and the safe haven demand from foreign investors," Capital Economics said in a research note. "The reality, however, is slightly different." The demand among average investors has swelled so much, in fact, that they bought more Treasurys in the first quarter than foreigners and the Fed combined. Households picked up about $170 billion in the low-yielding government debt during the quarter, while foreigners increased their holdings by $110 billion. ...