It's getting wound pretty tight. Dollar is ripping tonight and no bounce in Treasury.Quote:
Originally Posted by Cono Este
I'm guessing the fed rate hike will be the top in yields. Maybe 2.50 ten year.
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It's getting wound pretty tight. Dollar is ripping tonight and no bounce in Treasury.Quote:
Originally Posted by Cono Este
I'm guessing the fed rate hike will be the top in yields. Maybe 2.50 ten year.
Hah I'd give it 100%. I think the fed was hiking anyway but there's a rotation into HC, financials, industrials too. I'll check what % the market has priced into the futures market tomorrow.
I can't see it getting above 3.5 on the 30 though. Still a lack of options globally out there, and as pension funds improve with stocks appreciating and bonds shitting the bed, they'll need to reassess liability matching.
Usd on fire again, 115 vs yen by Jan 15th under 105 vs euro by year end. Japan is going to unleash another qe in December.
Don't underestimate the markets ability to challenge the President elect. Relentlessly higher yields and a cratering mortgage market awaits.
Make bond vigilantes great again
Make the USD Great Again.
Holy shit, euro trip suddenly on the radar.Quote:
Originally Posted by Toadman
Just tossing this out:
If you had a $100K coming to you on January 3, where would you put it?
(Assume taxable account; 25-33% marginal tax rate on income; 8+ year time horizon; other accounts for that time horizon somewhat close to a "Boglehead" type allocation)
Quote:
Originally Posted by 54-46
Muni bonds. Sold off enough to make the return attractive. At that time horizon you can buy individual bonds.
That said. The selloff in treasury is starting to look more sinister like it might be sovereign selling backlash against Trump protectionism. If that is the case there will be some very attractive yields in the next several months.
If you want something more diversified Vanguard Wellington is a great fund.
Bitcoin
Good there. Already allocated 10% Bitcoin.Quote:
Originally Posted by Bromontana
Good stuff, it's mid 700s now, looks good
Marlboro and Winchester.Quote:
Originally Posted by 54-46
Malpaso Productions?Quote:
Originally Posted by Cono Este
London trip T-minus 3 days. The Pound getting pounded. Yellen raise the rate in Dec. = good tourist present for USD compensated folks travelling abroad.Quote:
Originally Posted by Benny Profane
So I haven't kept up with this thread but how bout dat $AMD though?!?
Got it around $2 and thinking about cashing out before a zen flop.. but I've had faith until now and some server marketshare would do wonders to the SP
So yeah, I got out of twtr @ 29, got lucky as shit on that.Quote:
Originally Posted by 4matic
Lost a little on Apple, gained a little on xom, lost a little on dis, amrb gained a little.
In the spring this year I sold everything but AMD to pay some debts and get a dualsport. Yeah it was dumb, except the part about holding amd hahaha
Politics and investing don't mix.
http://ritholtz.com/2016/11/portfolio-wont-trumped/
2200 print on the e-mini just now.
Nat gas back to $3. Oil back over 48. All w a strong usd. Glencore back to $7. Interestingly, 30y TSY flat the last 9 days while rest of the curve has continued to sell off. I think there's a ceiling on the long bond while front end is so low and global rates (and yields) are so low (bond proxies, sovereigns, corporates, and spreads).
That said I'm starting to fade out of equities. I think a pullback would be healthy and wouldn't mind buying a little bit of the same stuff after the market takes a breath
Quote:
Originally Posted by Dromontana
Well, he didn't spend any stolen money on dental work.
It's a parody, but worth a few mins.Quote:
Originally Posted by Benny Profane
All major US indices at or near ATHs, never been a better time to buy! Still a bit off guardfrom how quickly things moved: dx, euro, equities, bonds.. what a shift.
i do some trading, PM me for advice if needed. or ask here
here is one of my homes
Attachment 193240
House sucks
ya? i will tell my cousin to find your house, then we will seeQuote:
Originally Posted by Brock Landers