7 replies to this topic

[ogm]

Lets see whats all this fuss with the yields is all about.

[Mr Dev]

Lets see whats all this fuss with the yields is all about.

Thanks for sharing,... looks like 5.75 - 6 or just over the top of the channel could be the highs for sometime...

but getting there is going to be painful for many

[da_cheif]

Lets see whats all this fuss with the yields is all about.

Thanks for sharing,... looks like 5.75 - 6 or just over the top of the channel could be the highs for sometime...

but getting there is going to be painful for many

crash them bonds.....stayin chort......snort

[NAV]

Lets see whats all this fuss with the yields is all about.

Thanks for sharing,... looks like 5.75 - 6 or just over the top of the channel could be the highs for sometime...

but getting there is going to be painful for many

crash them bonds.....stayin chort......snort

Cheif,

You call for a bond crash seems to be finally panning out, albeit after a long time.

[denleo]

Good call on the Bonds Chief. You have been saying for a long time. Denleo

[da_cheif]

Good call on the Bonds Chief. You have been saying for a long time.

Denleo

i was long bonds in th 90s till the high in 98......went short and rode it dow to the 2000 low......then it got choppy.......but the overall structure along with the inflationary forces underway had me allways on the look for a another good short......105 is the trap door to h=ll.......to 86

[ogm]

What I want to know, is why rising yields would be good for stocks ? Aside from money flowing from bonds. Seems like the rising yield would have a negative affect on the overall economy. And choke the real estate completely among other things. Why would you chose to put your money in stocks at this point. I see no real reason to do it. Risk/reward just isn't there after the 4 year long parabolic rally. Seems like cash is king with rising yields.

Edited by ogm, 08 June 2007 - 10:51 AM.

[NAV]

What I want to know, is why rising yields would be good for stocks ? Aside from money flowing from bonds. Seems like the rising yield would have a negative affect on the overall economy. And choke the real estate completely among other things.

Why would you chose to put your money in stocks at this point. I see no real reason to do it. Risk/reward just isn't there after the 4 year long parabolic rally. Seems like cash is king with rising yields.

The popular economic consensus is that rising yield is bad for economy, real estate blah blah ... and hence bad for stocks.

The opposing non-popular argument is that the rising yields is a reflection of economic strength and the consequential inflation. Sitting in cash in a inflationary environment is disastrous.