Saturday, May 18, 2013
Tuesday, May 14, 2013
JGB Blow up…Forced unwinds…Tepper “Greatness” - thousands of points down coming on DOW when JGB's hit critical mass for
What we have going on is a dis orderly unwind…when large funds are long bonds they hedge short assets against them…when those funds are long JGB’s and they are getting crushed and forced sales they must also unwind positions that clearlyget Tepper all gushy and confused…the fundementals he’s referring to only exist in his imagination.
Monday, May 13, 2013
Borrow Money from FED, Reduce float, Increase Earnings per share = get huge bonus and sell shares…hmmm
But what will they do with all those pesky loans?
ohhh…and JGB’s too…apparnetly, though equities don’t think that QE tapering is important anymore, HYG and JGB’s really really do...
Sunday, May 12, 2013
Some charts and some comments...
Japanese Government Bonds take out abenomics confidence shock lows...
Subscribe to:
Comments (Atom)
