tag:blogger.com,1999:blog-30643134.post8899497216340359554..comments2023-12-26T01:10:26.319-05:00Comments on Accrued Interest: Yeah but this time I've got the money!Accrued Interesthttp://www.blogger.com/profile/05096191765979971184noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-30643134.post-75523519292135928652009-06-01T13:02:53.205-05:002009-06-01T13:02:53.205-05:00Nice piece.
I still would not go long until we ...Nice piece. <br /><br />I still would not go long until we have totally repriced the long end of the curve to about 5.5%. Better cautious than crushed.<br /><br />I definitely think all of this treasury noise is directly driving oil prices into the stratosphere (relative to the demand decline and massive supply available).Lockstephttps://www.blogger.com/profile/18341236022895829445noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-30708046482399037442009-05-29T14:38:52.375-05:002009-05-29T14:38:52.375-05:00Touche.
I think interest rates should be lower, b...Touche.<br /><br />I think interest rates should be lower, because I think this inflation/dollar fear is BS. I think we're going to slowly grind lower interrupted by sudden moves higher.Accrued Interesthttps://www.blogger.com/profile/05096191765979971184noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-75747608325605870792009-05-29T14:02:26.347-05:002009-05-29T14:02:26.347-05:00AI,
Do you still think TBT and/or gold are bubbl...AI, <br /><br />Do you still think TBT and/or gold are bubbles?In Debt We Trusthttps://www.blogger.com/profile/05283475872936333396noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-3423255654033991472009-05-28T22:23:30.686-05:002009-05-28T22:23:30.686-05:00This comment has been removed by the author.tjhttps://www.blogger.com/profile/02792808447012537884noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-30291461766981002982009-05-28T19:10:43.725-05:002009-05-28T19:10:43.725-05:00AI you dirty dog
at it again
still hasn't sunk i...AI you dirty dog<br /><br />at it again<br /><br />still hasn't sunk in has it<br /><br />bond market is dislocatings<br /><br />it's onvikinghttps://www.blogger.com/profile/16776745711618715960noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-67080480091976231062009-05-28T14:29:48.206-05:002009-05-28T14:29:48.206-05:00Scriab:
I did add to my 10 and 30-yr position. I'...Scriab:<br /><br />I did add to my 10 and 30-yr position. I'm still biased to be long, and expect we'll see 3% again before 4.50%.<br /><br />Arjun:<br /><br />I define monetization as a permanent debt solution, as opposed to QE, which is a means of expanding the money supply. Its a fine line, but I think there is a very real difference.Accrued Interesthttps://www.blogger.com/profile/05096191765979971184noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-52162309424466277372009-05-28T13:09:29.231-05:002009-05-28T13:09:29.231-05:00Thanks for the insightful post.
When you say that...Thanks for the insightful post.<br /><br />When you say that further Fed purchases will "look like monetization," I get a little confused. How is it anything <I>but</I> monetization?Unknownhttps://www.blogger.com/profile/14723266473378551521noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-36278166574456095682009-05-27T22:43:28.597-05:002009-05-27T22:43:28.597-05:00thanks!thanks!ronaldhttps://www.blogger.com/profile/15434598599683516372noreply@blogger.comtag:blogger.com,1999:blog-30643134.post-7951803919112239622009-05-27T21:59:14.358-05:002009-05-27T21:59:14.358-05:00Nice piece. Totally agreed. 100%. We've now hit ...Nice piece. Totally agreed. 100%. We've now hit your 10 year bond target. Are you getting long?Michael Krausehttps://www.blogger.com/profile/15211217738240385032noreply@blogger.com