http://bondtraderforum.com/phpBB3/viewtopic.php?f=2&t=49 Here is the Fed's balance sheet this week....
Not participating right now, whereas my long bond hedge is falling apart.
Anyone notice (or have explanations) on the selling of upside volatility in the 30 year bond (ZB) options ??? I see 13% vol on ZB right now...
Can't find it anymore ... Had it ages ago.. Anyone have a link for download of the Excel plugin to IB ?
Anyone know of a way to get charts of bonds by CUSIP without bloomberg/pricey subscription ?
Anyone have a look at the zerohedge . blogspot . com blog lately? The volume of editorial and decent content coming out of that anonymous blog...
California blue cross PPO plan. Lowest risk possible. Age grouping did not change. Inflation.... yea right!!! 57% y/y premium increase...
http://markit.com/information/news/commentary/cds.html Found this has been significantly updated. Sovereign CDS included... Might be worth...
Guess the close.... Ill put my mouth on 697.
http://www.nypost.com/seven/03012009/business/treasury_eyes_new_capital_idea_157523.htm By MICHAEL GRAY Last updated: 3:50 am March 1, 2009...
New blog out... Turn the news on or read a Roubini blog and you'll never hear the end of how we must nationalize our banks to get out of the...
Here's my angle. Right before the stimulus passed, I wrote a proposal and sent it off to my government. It was my civic duty, and I hope...
The major banks should have been 'stress tested' within 2 weeks of that Geithner announcement. This is going to keep shredding the markets up.
No one cares about silver. Just tagging along with gold.. :)
We all read it everywhere. Soc sec, medicare, etc... Unfunded 30-40T. Total real liabilities are many trillions over assets. We are all...
Just playing around with ideas. Problem #1: Banks don't know how to value loan assets. Solution: US Govt offer a 1 time refi program....
Here's an opinion switch for me... http://scriabinop23.blogspot.com/2009/01/buy-treasuries.html For a trade, that is. While my previous...
Anyone think they'll actually buy the 10-30 year part of the curve? The analysts are getting bold getting bearish. Increased savings rates...
A new blog I wanted to share... http://scriabinop23.blogspot.com/2009/01/blurry-expectations-blurry-multiples.html Reading January 12th's...
Look at that. up $80 in 2 trading days...
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