Tuesday, January 30, 2007

TIPS redux...

I wrote about how much I hate TIPS recently. My opinion on them is less about trading and more about fundamentals. Capital Spectator has a post today on the subject, which is a pretty good one. Unlike my commentary, they have some trading ideas. I think if you read my piece and their piece together, you can see where I'm coming from, but you can also see that even if the long-term fundamental value is poor, trading opportunities can always arise.

1 comment:

Accrued Interest said...

I say if the Fed isn't cutting, the curve should be severely steeper. Take a look at my post from last Wednesday.