The Bond Bubble

[morekaos]

Once the Fed is about done with raising rates, it might be a good time to buy 2-year bonds if they are offering 4.50% - 5.00% yields.  If you get a Fed pivot within a year you can also get price appreciation on the bonds too and double dip.

Use zero coupons and watch the yield curve? made a fortune in the 94-98 yield curve trade. Us gov Zero coupons are the most liquid and cheapest to trade

 

[OCtoSV]

Once the Fed is about done with raising rates, it might be a good time to buy 2-year bonds if they are offering 4.50% - 5.00% yields.  If you get a Fed pivot within a year you can also get price appreciation on the bonds too and double dip.

Use zero coupons and watch the yield curve? made a fortune in the 94-98 yield curve trade. Us gov Zero coupons are the most liquid and cheapest to trade

Treasuries are looking more attractive than any asset class. Hell, on Bloomberg Surveillance this morning they discussed 30 yr 5.5% Fannie/Freddie MBS are trading below par. Their MBS strategist who got cutoff for an interview with the SF Fed Prez said it's the worst bear market in MBS in her lifetime. I'm very positive on my 9% 30 yr fixed call.

 

[The Motor Court Company]

To be or not to be, Bank of England edition…

 

[OCtoSV]

To be or not to be, Bank of England edition…

Hamlet is an appropriate analogy. Unreal.

 

[Liar Loan]

Unfortunately, the Fed and Treasury have been running up the credit card for 20 years and now the bill has finally come due. There's no way this downturn can finish unwinding in a matter of months. We have years of PAIN in store.

Another correct prediction...

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The Worst Bond Bear Market Ever Marches On​

Zero coupon bonds, which are essentially long-duration bonds on steroids, are still down almost 60%. Long-term Treasuries are still down more than 40%. Even 7-10 year Treasuries are down 20%.

All of these numbers include interest but it’s even worse than it looks because inflation has taken another 20% or so off the top.

The Worst Bond Bear Market Ever Marches On - A Wealth of Common Sense

Why aren't investors freaking out about bond market losses?

awealthofcommonsense.com