The Bond Bubble

USCTrojanCPA said:
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
 
morekaos said:
USCTrojanCPA said:
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.
 
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