SI
SI
discoversearch

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.
Strategies & Market Trends : Telebras (TBH) & Brazil -- Ignore unavailable to you. Want to Upgrade?

To: Ganesh who wrote (8568)9/28/1998 9:39:00 AM
From: Ganesh  Read Replies (1) | Respond to of 22640
 
LTCM has "unwound" one trade...... The Peseta 6.15% 2013 Bonos, in a size of 20 billion Pesetas. That is why its so cheap now. I will keep thread up to date on other "unwinds", but remember that they had a lot of these positions on against the Bund in the long end, thus I expect more rally in the Bund contract and Cash bunds as well.
For anyone interested in emerging market debt, I hear they are long Greece against the Bund as well, so don't be long Greece. And don't be long Danish mortgage backed securities either.



To: Ganesh who wrote (8568)9/28/1998 1:14:00 PM
From: Steve Fancy  Respond to of 22640
 
Hello Ganesh, I'll see what I can find. You're somewhat over my head here, but I can learn fast. Will check out the Bank Short thread later today. Appreciate your participation.

I'm looking to get into some bullish TBR options positions on any kind of pullback this week. Elections next weekend.

sf


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News