Treasuries

Results for Treasuries

Treasury Yields Telling Us Something?

Looking at yields today and over the past few weeks, wonder if Chris (and others, including myself) concerns are about to come home to roost. Some rough yield curve change examples... US Treasury                    1 January Yield ...

Forum topic - Nichoman - Mar 14 2012 - 6:01pm - 16 comments

The Future of Physical Gold (Part V)

Final part in my series on the future of physical gold, discussing some potential roles/values of physical gold in various regions and our constant, but destructive need for perfect investments, knowledge, arguments, etc. The Future of Physical ...

Forum topic - ashvinp - Jun 25 2011 - 10:11pm - 0 comments

Monetary Psy-Ops With a "Twist"

Re: Bill Gross, QE3 and "Operation Twist 2" Quote: Bill Gross just loves to manufacture heavily publicized comments about the U.S. Treasury market every now and again. At first glance, they may even come off as his deeply ...

Forum topic - ashvinp - Jun 19 2011 - 3:34pm - 2 comments

Bailing Out the Thimble With the Titanic

Dr. Steve Keen, the ever-insightful Australian economist who runs the Debt Deflation website, wrote an excellent piece in March of 2009 entitled Bailing out the Titanic with a Thimble . It essentially argued that the U.S. ...

Forum topic - ashvinp - Apr 17 2011 - 5:30pm - 5 comments

Do You Own Commodity ETF's?

A year or so ago I invested some of my IRA funds in DBA, and DBO (Powershares DB Agriculture Fund, Powershares DB Oil Fund) in order to take advantage of the expected rise in commodity prices.  As hoped for, the funds performed well, and I have made a ...

Forum topic - Rector - Apr 12 2011 - 12:33pm - 3 comments

Egyptian holdings of US Treasuries

According to the treasury dept website, Egypt currently holds 34.2 Billion in US Treasuries (most likely in Bonds?). 1. Do these bonds get transferred over to the next government? 2. Will Egypt continue to purchase Treasuries in the coming ...

Forum topic - knemoto - Jan 26 2011 - 6:20am - 1 comment

Bond Yields Blowing Out

Something wicked is happening in the Treasury market. Check out the chart of the 5-year note yield: http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=fvx&sid=0&o_symb=fvx&freq=1&time=8&x=0&y=0 If you ...

Forum topic - machinehead - Jun 15 2012 - 3:11am - 12 comments

Hyperinflation Podcasts - Shedlock vs. Lira, etc./ The Debate continues...

Many of you may have seen the News link listed here by Erik Townsend a few days ago: Hyperinflation Ends The Game - So It Is Unlikely  (Erik T.) This three-way conversation between “Blogger Extraordinaire” Mish Shedlock in the US and ...

Forum topic - drbubb - Jun 15 2012 - 3:18am - 44 comments

A decade of declining home prices ahead

This is from the Wall Street Journal: "How much should we worry about a new leg down in the housing market? If the number of foreclosed homes piling up at banks is any indication, there’s ample reason for concern. As of March, banks had an ...

Forum topic - investorzzo - Jul 28 2010 - 6:53pm - 10 comments

U.S. marks 3rd-largest, single-day debt increase

The nation's debt leapt $166 billion in a single day last week, the third-largest increase in U.S. history, and it comes at a time when Congress is balking over higher spending and debt has become a key policy battleground. ...

Forum topic - investorzzo - Jul 10 2010 - 12:02pm - 0 comments

Short Dated Treasuries

The Fed/Treasury can't print money to purchase treasuries without us knowing about it, but what if the treasuries have matured?  Might be a silly question, but if a bond is held to maturity is there any way for us to know if the government just ...

Forum topic - macro2682 - Jun 4 2010 - 9:04am - 1 comment

March madness?

In more ways than one? Sure could be. Time to quickly discuss the theoretical end to Fed money printing to buy back mortgage backed securities. As you know, there’s plenty of thought on the Street that mortgage rates will pop immediately when this ...

Forum topic - investorzzo - Apr 15 2010 - 8:28pm - 0 comments

Supply fears start to hit Treasuries

Supply fears start to hit Treasuries By Michael Mackenzie in New York and David Oakley in London Published: March 26 2010 19:18 | Last updated: March 26 2010 19:18 The bond vigilantes are finally flexing their muscles. A long period of ...

Forum topic - Rector - Mar 26 2010 - 8:25pm - 0 comments

Bernanke and the Fed are out of ammunition.

Ben Bernanke continued his defense of record-low interest rates, saying the economy is still too fragile to risk increasing yields anytime soon. In response, the short long-term Treasury ETF — TBT–is up almost 5% in two days as the long-end of the ...

Forum topic - investorzzo - Mar 25 2010 - 11:28pm - 0 comments

Swap spreads collapse, what does It mean?

I never thought I would see what this chart is showing. 10-year swap spreads have suddenly, for the first time ever, dropped below zero. They are now -7.25 basis points. Since swap spreads are traditionally a proxy for AA bank credit risk, this means ...

Forum topic - investorzzo - Mar 24 2010 - 10:47pm - 1 comment

What are banks doing with their depositors' money?

There have been numerous reports about the sharp decline in bank lending since the beginning of the financial crisis. The Wall Street Journal, for example, on Wednesday reported that last year's decline in lending is the biggest since 1942. ...

Forum topic - investorzzo - Feb 27 2010 - 12:28pm - 1 comment

What to watch to foresee imposition of currency/capital controls, precious metals forced sale for paper money ("confiscation")?

See  Forget Greece, The US Almost Had A Failed Treasury Auction  on what the author claims was evidence of a near "failure" of the Treasury auction last week of 30-year bonds.  Is this alleged shift in the makeup of the 30-yr Treasury Bond ...

Forum topic - [email protected] - Feb 13 2010 - 11:31pm - 3 comments

Armchair musings: Something suddenly feels different

I generally try to approach investing in a methodical, disciplined way. In other words I like to feel that I really understand what's going on before making investment decisions. But sometimes I just get that "I smell a rat!" feeling, and ...

Forum topic - Erik T. - Oct 27 2009 - 1:21am - 4 comments

Junk bond defaults worst since great depression

http://www.financialsense.com/Market/wrapup.htm (Current News & Events, junk bonds, Mike Shedlock, Treasuries, Important) http://www.financialsense.com/Market/wrapup.htm ...

Forum topic - investorzzo - Sep 10 2009 - 10:59pm - 0 comments

Bank holiday confirmation?

About 15 minutes into the interview. Bank holiday ignited by forced foreign treasury sales? Sept, Oct. Dollar crash. More money for FDIC later this year. Derivatives in jeopardy. Cost of rescue 24 trillion just to start-ouch! By the way, I'm ...

Forum topic - investorzzo - Aug 24 2009 - 9:27pm - 6 comments