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more hugh hendry as well ... http://www.bloomberg.com/apps/news?pid=newsarchive&sid=azd2mhbFQOjs hit the watch button and hopefully it will work. bloomberg's videos are pretty hit or miss. some great stuff in the middle about how these "its a great buying opportunity" guys are "bad for...

Why? Its not like Taleb and Roubini haven't been all over TV and print for months saying the same things.

Didn't the market have a sharp rally after the Chinese announced their massive stimulus plan, only to fall apart later that day, and make new lows within a couple of weeks. Don't see where BO's plan is any different. If throwing reams of money at a financial collapse worked, Japan would have...

Hendry remains wildly bullish on gov't debt. Best way to play rebound in yields is a 10 year put swaption struck at a yield 300 points higher than today's yield. This product can be bought for pennies on the dollar and will explode in price should yields bounce a couple of hundred points in...

Not commenting on the direction of the t-bond beyond tomorrow, but it is set up for a nice "buy the rumor, sell the news" move. Look to fade any big move up in price following a bad print on the jobs data.

http://www.nytimes.com/2008/12/03/education/03college.html?hp Money quote: Over all, the report found, published college tuition and fees increased 439 percent from 1982 to 2007, adjusted for inflation, while median family income rose 147 percent. Student borrowing has more than doubled in...

Great thread everybody. Has COF been mentioned at all? I shorted this near the close yesterday at $29.20. The reasons should be obvious.

Roubini takes a backseat to this guy. He's Jimmy Rogers before Rogers got senile. I urge everyone to do a google search of this guy and read and listen to everything he's done. Pay particular attention to his 2003 Barron's interview. Brilliant stuff.

Harvest Energy Trust (HTE) yields about 30%. They'll likely have to cut their distribution by Q209. Then they'll "only' yield 15%.

Stock's a buy at $9.40 for a nice short term pop. Wouldn't surprise me to see C hit $10 today.

Just a question ... If we're in the midst of a major deflation, how come the 10 year note still yields 3.70%? This is higher than the lows reached in March (around 3.20%) and higher than the lows reached in 2003 (around 3.10%). From a technical perspective, the fact that the 10 year yield...

Too funny. They can't even find 500 decent companies for the S&P anymore.

Thanks for the help. I actually had just bought some TBT this morning for a less speculative account. I want to do the way out-of-the-money puts in order to wildly profit from a "black swan" event. The only option quotes I can even get are for Dec 09. While they offer nice leverage (ZN Dec...

I'll start w/the goal: I'd like to profit if US long term treasury rates rise substantially sometime in the next 10 years. The plan: To buy long-dated (5 to 10 years), well out-of-the-money puts on Treasury futures. Current 10 year rates are about 3.7%. I'd like to buy a put that...

A rare good point made on CNBC ... Obama and his Chief of Staff are Chicago pols. Whatever comes out of DC over the next few years will likely be good for the CME.

Thanks. Once in a blue moon, Mr. Market throws you an 80 MPH fastball out over the plate. All you've got to do is swing.:cool:

I believe the move today and for the rest of the week has everything to do w/the upcoming employment report. Its almost surely going to be a horrible print. Folks are buying now in anticipation of this. I would fade any rally on the bad number Friday morning.

I shorted Dec 08 ZN futures at 116-12 a few days back. I believe the 10 year was yielding 3.50% at the time. Since then, the yield has risen to 3.82, but the price of the futures contract has only fallen to 114-06. Shouldn't there have been more than a 2 point move for such a large move in...

WTF! The market will not rally until bond yields come down??? - 30 years are yielding 4%, what more does he want We will see a healthy level of deflation w/oil coming down to $50/barrel - oil has gone from $145 to $65, predicting $50 now is really stepping out on a limb; the prices of...

:D :p :D :p :D :p :D :p