iShares Lehman 7-10 Year Treasury (IEF)

All Comments on IEF

  • commenter
    Jul 30 06:12 AM
    The Highest Yielding Cash Products [view article]
    E-Trade is also pretty nice. Their savings account is 3.30%. What I like is that I can swiftly move everything to my eTrade brokerage account and then use the cash to instantly trade. When waiting on the sidelines I can then move everything instantly back to my savings account.

    Disclosure: I have an eTrade account.
    Reply
  • commenter
    Jul 30 03:17 AM
    My Website
    Stock vs. Bond Valuations [view article]
    What difference does it make whether you say "interest rates are too low" (i.e. Treasuries are too high) or stocks are too low? The course of action they indicate (if you accept the indicator) is the same: sell Treasuries, buy stocks. Reply
  • commenter
    Jul 29 11:52 PM
    Stock vs. Bond Valuations [view article]
    James Cullen gets the prize.

    And Charlie, uhhh... exclude the 1970s because inflation was abnormally high? Is it not abnormally high now? And if not - perhaps you think 5% is a normal baseline - why not exclude the 1990s when it was abnormally low?

    Furthermore, despite very high inflation today, the back half of the Treasury curve has done well. No, I do not know why. No, I do not care. This is an anomaly and the market will in time correct it.
    Reply
  • commenter
    Jul 29 10:20 PM
    Stock vs. Bond Valuations [view article]
    nice analysis. wonder how this chart would look if financials are excluded from S&P 500... Is it the huge -ve earnings from financials leading to a closing in the valuation gap? Reply
  • commenter
    Jul 29 07:29 PM
    Stock vs. Bond Valuations [view article]
    you should add a colored band for "periods of terror" ie credit crunches -- when people flee to treasuries and the normal spread behavior does not apply

    For example....now
    Reply
  • commenter
    Jul 29 05:59 PM
    Stock vs. Bond Valuations [view article]
    Backward looking Reply
  • commenter
    Jul 29 05:47 PM
    My Website
    Stock vs. Bond Valuations [view article]
    Isn't there another way to see this - namely that interest rates are too low? Reply
  • commenter
    Jul 29 11:42 AM
    Stock vs. Bond Valuations [view article]
    Shouldn't you look at a chart over a longer period of time and also factor out the 1970s because during the past century inflation was abnormally high during the 1970s, and inflation is historically the worst enemy of 10 year U.S. treasuries?

    Thanks.
    Reply
  • commenter
    Jul 28 09:04 PM
    My Website
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    This cycle will only get worse at real estate continues to fall. Banks will be in bigger trouble in 6 months than they are now. Reply
  • commenter
    Jul 28 01:04 PM
    My Website
    Weekly Review and Outlook: Deleveraging's Not Just for I-Banks [view article]
    Tell the wife once a week you will be getting together with a few other gentlemen, to decide how we can all work smarter as many sure as heck are already working harder. Reply
  • commenter
    Jul 28 12:22 AM
    Treasury Bonds: The Short of the Century [view article]
    The discussion is missing the key point of this "short of the century". The Fed can control the fed fund rate, but it cannot control the yield of the US treasury, which is determined by the market. The US treasury rate is further driven by the short-term rate which is FF and the inflation expectation of the market. Thus even if Fed does not raise FF - which translates to higher forecast for future inflation i.e. the residual effect of expansive monetary policy, the long rate will go higher. On the other hand if Fed raise FF rate then long rate will also go higher as well, however the spread between short and long rate might flatten. So which point is not made clear? The long rate for the UST has no way to go but ... where? Safe for a financial crisis again emerging in the near future, which might happen too, you can never say never with this financial climate, however the Fed is determined to save the financial institutions (and the system) so any flight to quality will be relatively short lived. Full disclosure - I am short the UST. Reply
  • Has China Become the U.S. Treasury's Best Friend? [view article]
    "IF YOU WAIT LONG ENOUGH TO GET YOUR IRA MONEY OUT, MAYBE YOU'LL BE ABLE TO BUY A QUART OF LIQUOIR OR A SIX PACK OF BUD"

    That's a whole other rant of mine: the gov't sponsored retirement programs are nothing more than a boomer trap. They put a little sugar in there and the ants walked right in. All those stored savings are now locked into the system and the trap has been sprung. People will now watch their life savings evaporate because 401ks do not allow direct investment in anything tangible like land or gold. You have to invest in financial instruments which are subject to fraud and are always denominated in USD so that inflation affects them. And now the final insult is nigh: the stock markets are crashing leaving only 1 place to hide: US treasuries!!! Who in their right mind wants to own US debt? But it's the only place to shelter your 401k from collapsing markets. The gov't has suceeded in getting all retirees to accept 2% interest on their money in a 7-10% inflation environment. This is nothing more than a tax on your retirement savings. The gov't want everyone to be penniless in their old age so that they will vote for more nanny state "something for nothing" "gimme a handout" socialistic gov't.
    Reply
  • commenter
    Jul 27 07:02 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    To wav 76: Everyone gets the Gov they deserve... Reply
  • commenter
    Jul 27 07:00 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    Archman wrote: "Self, what is it that has made the american people so complacent and uncaring about their own future that we sit back and watch a select few plot out our destiny."

    Excellent piece and full of premonition...

    What is it Archman? The Gordon Gekko (Wall St.) effect: Greed is good!
    Reply
  • commenter
    Jul 27 06:57 PM
    Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
    who wrote: what else can be done?

    Hej, Who, these Gov shenanigans only prolong the process and increase the cost of the inevitable :"deja vu all over again".
    Reply

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