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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (39019)	10/16/2012 1:06:00 PM
From: Keith Feral	2 Recommendations Read Replies (1) \| Respond to of 218848

Took a profit on my 1 material position today to rake in a profit. Oil and gas aren't really participating much in the equity rallies anymore. I think energy is more vulnerable to disappointments this quarter. Materials to a lesser extent. I think my favorite chart right now is TNX. Everyone thinks that QE is going to lower bond yields, but it's never been the case before. 10 year yields bottomed with Q1 at 2.25% and went back to 3.5% over the next 12 months. QE2 recharged the 10 year from 2.5% to 3.5% too. I think QE3 will recharge the 10 year from 1.5% this summer back to 2.25 or 2.5% this time around. Even OT sent the 10 year from 1.9% low last Sept back to 2.25% this Spring. FED always has an uncanny knack of announcing these new bond programs when yields are the lowest. It should be no different this time around, just a question of how high the yield will go - 2%, 2.25%, or 2.5%.