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Tag Archives: bonds
Operation twist risks & how to profit by shorting treasuries
As a follow up to my last post it is interesting to add some comments on operation twist which is likely the second major reason why, after fear and safe haven buying, that treasury yields have been recently falling. Operation … Continue reading
Shorting treasury bonds becoming serious & other weekly comments
30 year treasuries are now yielding 3.3%, the only “recent” time they yielded less was in the end 2008 / begin 2009 when they yielded a few days under 2.85%, due mainly to safe haven panic buying, and only in … Continue reading
Posted in General
Tagged Banco Santander, Banco Santander Brasil, bonds, inflation, T-Bonds, TLT, United States Gypsum, Warren Buffett, Wells Fargo
4 Comments
Benefits of shorting a TLT deep in the money call instead of TLT directly
I do not in general like inverse ETFs, I actually do not in general like any ETFs because most track the underlying bad and lag it and the inverse or leveraged ones working with derivatives are even worse in that … Continue reading
Volatile week
Is this market as measured by the S&P changes volatile enough?: Monday -6.66% Tuesday +4.74% Wedn. -4.41 Thursday +4.63 Well NEVER before in the history of the S.& P. index, which goes back to 1928, have … Continue reading
Posted in Companies
Tagged bonds, inflation, T-Bonds, United States Gypsum, vix, volatility, vxx, xiv
9 Comments
Shorted 30 more TLT Treasury Bonds ETF
I am continuing with what I have been thinking for long and what I have been executing since the last days: shorting USA treasury bonds with maturities close to 30 years. Today I managed to short 30 more @104.88 ! … Continue reading
Shorted 25 more TLTs, Treasury Bonds ETF
@102.46, I continue shorting what I started yesterday, in order to hedge against inflation. The higher those bonds get (or the lower they yield) the more I short, they’re entering now into the ridiculous zone. 30 year bonds yielding 4% … Continue reading
Shorted Treasury Bonds via the TLT ETF
Shorted 20 TLT ETF’s @99.30. As I explained here due to their composition, they basically represent 30 year treasury bonds more faithfully than 20 year treasuries. It’s a hedge against inflation and also something reasonable to do during market falls … Continue reading
Cisco versus Apple, two valuation extremes, plus some other thoughts
This is my reply to the question “Apple results hit the market: Is Apple now a better buy than Cisco ?“, asked in this blog by patitagolf, a fellow investor friend of mine: Hi patitagolf ! It’s an interesting question. … Continue reading
