05/11/2011 Market Outlook (OEX Open Interest Ratio New High Again)

ahdou

nokia

Cobra

bbsid 发表于 2011-5-11 22:09
那是不是10 year Yield 到底了， 该要升一升了？

So bond price down while stock price up?

理论是这样的。

HTER

bbsid

回复 Cobra 的帖子

Thanks. I hop $tnx up a little at least.

Ed02

3x

源济

newegg

牛熊

一马平川

littlevivi

Cobra 发表于 2011-5-11 20:23
首先10 year yield涨不代表加息。3 month T-Bill yield长，才有可能表示加息。

其次，你看错图了，yie ...

我都糊涂了，股票到底是到底了还是到顶了？是到底了吗？10-year yield到底了，股票变得有吸引力了是吗？

Cobra

littlevivi 发表于 2011-5-11 22:30
我都糊涂了，股票到底是到底了还是到顶了？是到底了吗？10-year yield到底了，股票变得有吸引力了是吗？

10 year yield跌得太快，所以股票有吸引力了。我不是说了吗，这个信号是说股票到底了。这个，你还要我怎么讲？

lite1067

Cobra 发表于 2011-5-11 22:33
10 year yield跌得太快，所以股票有吸引力了。我不是说了吗，这个信号是说股票到底了。这个，你还要我怎么 ...

蛇大，你对小姑娘的耐心也太好了。我们大老爷们要求享受同等待遇。

BTW, 最近好几个大佬都在media上造势short long end treasuries.. 基本上和你的TA结论是一致的。不过，这次不一定能够说明equity market 要bottom out

bbsid

lite1067 发表于 2011-5-11 22:37
蛇大，你对小姑娘的耐心也太好了。我们大老爷们要求享受同等待遇。  

BTW, 最近好几个大 ...

When Bill Gross sold his huge bond positions, and only 3-4% short bond, then what's his 96% in? Teasury? It cannot be cash, right?

lite1067

bbsid 发表于 2011-5-11 22:44
When Bill Gross sold his huge bond positions, and only 3-4% short bond, then what's his 96% in? Te ...

37% in cash.

amyzheng

辛苦了

abcStock

umqasr

hifive

bbsid

lite1067 发表于 2011-5-11 22:49
37% in cash.

Wow, 37% cash? Thanks.

If he is not even put it in t-bill, that means he is going to spend it? Maybe short bond? then the bond yield will rise quickly in next few weeks?