tag:blogger.com,1999:blog-6155812.post5153164072609424144..comments2023-12-14T20:03:28.867+08:00Comments on 雙語 Incoherent thoughts: UltraShort 20+ Year Treasury ETFpakmanhttp://www.blogger.com/profile/12594314166399890483noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6155812.post-26495999711747421682009-01-17T12:20:00.000+08:002009-01-17T12:20:00.000+08:00The short US treasury trade is a very crowded one....The short US treasury trade is a very crowded one.<BR/><BR/>I dunno... <BR/><BR/>But there is a little NASDAQ 5000 March 2000 feel right now.<BR/><BR/>I mean Bill Gross he who short US treasury and long everything else, has begun to buy US treasuries..<BR/><BR/>Kinda like George Soros getting into tech right at March 2000.pakmanhttps://www.blogger.com/profile/12594314166399890483noreply@blogger.comtag:blogger.com,1999:blog-6155812.post-46716805359362851912009-01-12T18:53:00.000+08:002009-01-12T18:53:00.000+08:00Two issues:1) US treasury is in a bubble and prob...Two issues:<BR/><BR/>1) US treasury is in a bubble and probably the longest lasting one that hasn't bursted. But this doesn't necessarily mean that it will burst given the debt deflationary spiral that the US might face. Just take a look at Japan and how its rate has stayed low for a long time. Point here being there is probably better spots than entering the trade now.<BR/><BR/>2) As an Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6155812.post-21002096784993711812009-01-09T09:46:00.000+08:002009-01-09T09:46:00.000+08:00The management fee of TBT is quite expensive....The management fee of TBT is quite expensive....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6155812.post-30257273017960976212009-01-09T00:15:00.000+08:002009-01-09T00:15:00.000+08:00Thank Q, PakmanThank Q, PakmanAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6155812.post-30217419186060112352009-01-08T22:47:00.000+08:002009-01-08T22:47:00.000+08:00i bought TBT already. the problem is, if deflation...i bought TBT already. the problem is, if deflation is indeed coming (pretty much like after 1997 in HK), TBT could still fall.<BR/><BR/>any thoughts?Anonymousnoreply@blogger.com