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Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

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2008-12-18 17:25:00

以下是引用xyin在2008-12-18 16:47:00的发言:

是。。
我又仔细的看了一下, fed这么坚决,TLT可能死挺

要是yield 还降, 再考虑。。。

我怎么也想不通呀, 2.6% 30 年, 为什么还有人买?

because in ALL fixed income products, this is the safest and the most liquid. The demand won't decline until the rest the fixed income products trade normally. Your direction is right but timing is too early.
Huaren
等级大校
威望49
贴子39709
魅力40629
注册时间2007-05-26

vinobianco

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2008-12-18 17:37:00

以下是引用xyin在2008-12-18 16:47:00的发言:

是。。
我又仔细的看了一下, fed这么坚决,TLT可能死挺

要是yield 还降, 再考虑。。。

我怎么也想不通呀, 2.6% 30 年, 为什么还有人买?


fed救市唯一出路要让大家都把钱掏出来入市投资,我觉得政府会竭尽所能打压一切cash equivalent的避险option,包括国库券和黄金。

Huaren
等级大校
威望49
贴子39709
魅力40629
注册时间2007-05-26

vinobianco

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2008-12-18 17:46:00

以下是引用Caffeine在2008-12-18 17:25:00的发言:

because in ALL fixed income products, this is the safest and the most liquid. The demand won't decline until the rest the fixed income products trade normally. Your direction is right but timing is too early.


is it a good time to long corporate bond?

Huaren
等级大校
威望30
贴子23345
魅力29154
注册时间2005-03-15

xyin

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2008-12-18 20:47:00

以下是引用Caffeine在2008-12-18 17:25:00的发言:

because in ALL fixed income products, this is the safest and the most liquid. The demand won't decline until the rest the fixed income products trade normally. Your direction is right but timing is too early.

多谢。
决定等到yield 降到1.5%再说。。。
Huaren
等级贵宾大校
威望33
贴子26620
魅力29957
注册时间2004-01-25

HuarenID

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2008-12-18 22:36:00

以下是引用小笼在2008-12-18 12:31:00的发言:

不知道他投资啥商品?不会是石油吧


我们普通人投资啥?难道淹5只猪腿???

Huaren
等级一等兵
威望--
贴子412
魅力543
注册时间2005-02-16

akis

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2008-12-19 02:06:00

不知所措。。。

Huaren
等级少尉
威望3
贴子1702
魅力4694
注册时间2003-02-03

1976

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2008-12-19 13:50:00

I don't trust 罗杰斯, that is how he makes money: tell everyone to sell then he can buy. He needs a huge market to handle this things, and he needs to create that.

Huaren
等级大校
威望15
贴子12401
魅力15885
注册时间2005-06-24

teadances

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2008-12-19 14:19:00

以下是引用Caffeine在2008-12-18 17:25:00的发言:

because in ALL fixed income products, this is the safest and the most liquid. The demand won't decline until the rest the fixed income products trade normally. Your direction is right but timing is too early.

agree with caffeine.


 


 

Huaren
等级大校
威望15
贴子12401
魅力15885
注册时间2005-06-24

teadances

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2008-12-19 14:20:00

以下是引用1976在2008-12-19 13:50:00的发言:
I don't trust 罗杰斯, that is how he makes money: tell everyone to sell then he can buy. He needs a huge market to handle this things, and he needs to create that.


second this

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