I don't know about the other stocks, but I did pick up some nly earlier this year. It is a mortgage stock in the sense that they buy MBS, but...
Careful there, my friend. Statements like that can come back and bite.:D Could it be that the steepening in the yield curve we are seeing is...
Widespread gas lines occurred in the 70s because of bad economic policy by the Nixon and Carter administrations. Things like price controls, and...
I'm not sure its much of a change. I think the conclusion he is reaching is that you ought to be in short term treasuries - you aren't getting...
That "crazy talk" you're referring to has officially started....
The dollar seems to be tied exactly to short term rates - when the two years rally, the dollar drops. When the 2 years get hammered the dollar...
Pretty remarkable stuff for Bernanke to put himself out on a limb like that. He is at a large for risk for being considered a national joke very...
True indeed. Never underestimate the inertia of a bureacracy and the policy that they are on. Don't forget though, that one week ago, Euro$'s/FF...
I'd be suprised if the Fed goes to 5.5%. Based on my reading of recent speeches, I don't think there is any question that some voting and...
Good article. Berry was the Fed's chosen "leaker" while the G-man was in charge. It looks like things haven't changed since he left. Of...
No. I'm just speculating what might happen on Friday. The long position I am building has nothing to do w/what the number might be. I am a...
^^^ I hope you're right.:) I started building what I expect will be a large long position in 2 yrs (actually Dec 07 eurodollars) on Tuesday....
Yeah, I saw that over the weekend. Its funny how markets work. Since early January, long-dated eurodollar futures have gone from pricing in a...
Euro$ futures are now starting to discount a 5.25% Fed Funds rate. At this point, they are only saying its a small chance, but it is out there....
Great thread. There is no volatility in Euro$'s either. The Fed has become so transparent, that the market just sits and waits for surprising...
I trade mostly interest rate futures. Occasionally FX or Ag. I have no technology needs - at least from my broker. I have no need for advice...
I had an account w/REFCO, but closed it this week. I'm pretty sure the part of REFCO I dealt with is not affected by all the nonsense going on...
Something was definitely up in June/July. Gross was out on the wires talking about how 10 yrs were going to 3%. The bond market was trying its...
T-notes back to where they started when GS started buying.
Latest models show Dennis giving the dry areas of the Midwest a serious soaker. W/O Dennis, beans were on their way to $9.00 and corn to $3.25....
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