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Strategies & Market Trends
Bonds & Bond Funds
An SI Board Since December 2008
Posts SubjectMarks Bans
161 17 0
Emcee:  peter michaelson Type:  Moderated
Introduction Compact
Despite the fact that a huge portion of the public markets are composed of bonds, there is very little discussion about them. Discussion forums exist for us to learn from one another, yet there is not a single active Bond discussion thread on SI. Plenty of economics discussions, plenty of equity discussions - no bond discussions. So here's an attempt at getting that started.

It's a very rare moment in the bond world. Short term treasuries are yielding NOTHING - long term treasuries near historic lows. Meanwhile, yield on lower rated stuff are near new highs, and the spreads between them and treasuries ARE at historic highs. Surely therein lies opportunity.

Please put forth ideas you have on bond investments. Let's leave opinions about the economy to the other threads. Here's let's focus on specific bond opportunities, specific bond funds - or categories of those, such as emerging market, loan participations, investment grade corporates, treasuries, etc.

Here's hoping this discussion thread becomes a valuable resource. Thanks.
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161Ten Things about US Debt Downgrade by S&P ritholtz.com Effects on various bRon-8/6/2011
160Sold out of NQJ, a Nuveen closed-end NJ Muni Fund. Made a few $$$ in cap gains Kapusta Kid25/2/2011
159With spreads wide and Uncle Ben likely to keep short rates low for a long time, Kapusta Kid-2/11/2011
158I spent little time on munis and muni funds so far. No positions. The funds lookJurgis Bekepuris-2/10/2011
157I find it interesting that there is little to no talk about munis. When I heardKapusta Kid-2/10/2011
156TBT looks very great for the next year. Accumulate it dips and you will do well.rllee-12/31/2010
155Bond Strategist Ed Fitzpatrick: TIPS look good tinyurl.comRon111/4/2010
154What does everyone think about inverse bond funds? With interest rates at an alCraig Meyers-6/13/2010
153Still holding DODIX here. Every time I consider selling it, it moves on up. ApprRon13/23/2010
152Madison Investments Bond Fund promoted by Schwab... Charles Schtntpal-3/15/2010
151I'm > 70% cash and out strongly lots of yield plays ... Considering the %Cogito Ergo Sum-1/29/2010
150I am almost completely out of junk bond funds, and have lightened somewhat on muKyrosL-1/29/2010
149Selling any bond funds? I lightened up on paxhx. Somewhat concerned that there Archie Meeties-1/28/2010
148Thanks Kyros - that's a very good point. Appreciate it. I think that somehpeter michaelson-11/6/2009
147Taking a look at JFP, i see that it's a very small CEF with a limited numberKyrosL-11/6/2009
146Turns out JFP wrote down its asset portfolio by 17% in one day. Thanks for the peter michaelson111/5/2009
145I have been long JFP for almost a year now. One of the few I haven't sold opeter michaelson-11/4/2009
144LSGLX may be a bit better than AWF: quote.morningstar.com USD exposure 37.4%. EJurgis Bekepuris110/23/2009
143Posting here too. Maybe someone has great ideas. Looking for foreign bond fund oJurgis Bekepuris-10/23/2009
142Not sure if this link will work quote.morningstar.com but GMFIX annual report isJurgis Bekepuris-10/22/2009
141I don't want to rain on your parade, but Morningstar rates this 1 star. quotJurgis Bekepuris-10/22/2009
140Darn good question. Please let us know what you discover. thankspeter michaelson-10/22/2009
139Yes, I understand that. It's for institutions. But has anyone come up withRock_nj-10/22/2009
138"GMO is a global investment management firm committed to providing sophistipeter michaelson-10/22/2009
137Here's one for example. GMO Strategic Fixed Income VI (GMFIX) finance.yahooRock_nj-10/22/2009
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