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Tomtom iPhone car kit is out# Apple - 家有苹果
y*t
1
【 以下文字转载自 SanFrancisco 讨论区 】
发信人: yourtt (rainmaker), 信区: SanFrancisco
标 题: 5-Year TIPS Sold At Negative Yield For First Time
发信站: BBS 未名空间站 (Tue Oct 26 01:17:11 2010, 美东)
If you know what it means...
hehe...
http://online.wsj.com/article/BT-CO-20101025-711679.html
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a*p
2
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n*c
3
现在报联邦税(H1B+H4,married file jointly)同时给H4申请ITIN,需要file
extension吗?因为ITIN需要4到6周的processing time,那样报税就肯定错过4月15日
的deadline了。
请有类似经验的xdjm不吝赐教,谢谢。
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r*x
4
是转到新公司的401K呢还是就留在原来那里?有没有什么其他地方可以放呢?
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a*a
5
偶家大搞卫生中 LOL
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x*n
6
【 以下文字转载自 Soccer 讨论区 】
发信人: allspark (花非花§雾非雾), 信区: Soccer
标 题: Re: 李承鹏:《当梅西出生在中国》
发信站: BBS 未名空间站 (Sat Apr 17 13:52:52 2010, 美东)
吃。。。
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t*y
7
$120
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h*d
8
what does it imply? the TIPS is very expensive now and high inflation ahead?

【在 y****t 的大作中提到】
: 【 以下文字转载自 SanFrancisco 讨论区 】
: 发信人: yourtt (rainmaker), 信区: SanFrancisco
: 标 题: 5-Year TIPS Sold At Negative Yield For First Time
: 发信站: BBS 未名空间站 (Tue Oct 26 01:17:11 2010, 美东)
: If you know what it means...
: hehe...
: http://online.wsj.com/article/BT-CO-20101025-711679.html

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i*e
10
顺便帮我也搞了吧
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m*g
11
文章里有包子二字?

【在 x******n 的大作中提到】
: 【 以下文字转载自 Soccer 讨论区 】
: 发信人: allspark (花非花§雾非雾), 信区: Soccer
: 标 题: Re: 李承鹏:《当梅西出生在中国》
: 发信站: BBS 未名空间站 (Sat Apr 17 13:52:52 2010, 美东)
: 吃。。。

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t*y
12
and it uses bluetooth to connect to iPhone

【在 t**y 的大作中提到】
: $120
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t*m
13
yes. high inflation in 2-5 years.

ahead?

【在 h****d 的大作中提到】
: what does it imply? the TIPS is very expensive now and high inflation ahead?
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a*a
14
那肿么体现内的爱国热忱,使不得。。

【在 i*******e 的大作中提到】
: 顺便帮我也搞了吧
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x*n
15
是啊,我找了半天,哈哈

【在 m*********g 的大作中提到】
: 文章里有包子二字?
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n*n
16
but long-term treasury price still high

【在 t*m 的大作中提到】
: yes. high inflation in 2-5 years.
:
: ahead?

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d*s
17
bso太子访你家
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A*s
18
到底文章里什么地方?
难道说梅西是包子脸?//顶锅盖

【在 x******n 的大作中提到】
: 是啊,我找了半天,哈哈
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s*n
19
Treasury and Fed are playing a very very dangerous game.
Treasury bond will crash really hard at some point. That will be followed
by a stock market crash soon after.

【在 n******n 的大作中提到】
: but long-term treasury price still high
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t*m
20
(1) what action should we take? buy more GLD ?
(2) by the way, how/why the treasure bond will crash? If true, any effect
on China?

【在 s********n 的大作中提到】
: Treasury and Fed are playing a very very dangerous game.
: Treasury bond will crash really hard at some point. That will be followed
: by a stock market crash soon after.

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l*u
21
Wow...

【在 y****t 的大作中提到】
: 【 以下文字转载自 SanFrancisco 讨论区 】
: 发信人: yourtt (rainmaker), 信区: SanFrancisco
: 标 题: 5-Year TIPS Sold At Negative Yield For First Time
: 发信站: BBS 未名空间站 (Tue Oct 26 01:17:11 2010, 美东)
: If you know what it means...
: hehe...
: http://online.wsj.com/article/BT-CO-20101025-711679.html

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m*m
22
什么意思?
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S*C
23
It may suggest two different things
1) The investors, especially the retirees, get led/scared by the talking
heads to believe inflation is on the horizon **AND** TIPS is the best hedge
against it, so they bought up TIPS, albeit market says otherwise.
2) Or the market is wrong, and the future inflation is much higher than the
market implied.
My thinking is on the former camp. People tend to forget the TIPS are, first
and foremost, treasury bonds. It has not been inflation tested since it is
pretty new stuff, and its correlation with inflation is rather weak, much
weaker than commodities. 19% vs. 50+% if my memory serves me right.
My bet is the interest rate will increase well before the inflation start to
hit, and there will be a rout for the TIPS, and it exacerbated by the
confused TIPS investors rushing to the door.

ahead?

【在 h****d 的大作中提到】
: what does it imply? the TIPS is very expensive now and high inflation ahead?
avatar
s*t
24
high inflation + 加利息,
tips会怎么变?
理论上high inflation, tips会增值, 但是加息, tips会贬值,
那么现在持有tips到底是会亏还是会有收益?

【在 t*m 的大作中提到】
: yes. high inflation in 2-5 years.
:
: ahead?

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s*t
25
我也觉得tips是overvalued. 就像所有的bond一样, 风险非常高。

hedge
the
first
is

【在 S**C 的大作中提到】
: It may suggest two different things
: 1) The investors, especially the retirees, get led/scared by the talking
: heads to believe inflation is on the horizon **AND** TIPS is the best hedge
: against it, so they bought up TIPS, albeit market says otherwise.
: 2) Or the market is wrong, and the future inflation is much higher than the
: market implied.
: My thinking is on the former camp. People tend to forget the TIPS are, first
: and foremost, treasury bonds. It has not been inflation tested since it is
: pretty new stuff, and its correlation with inflation is rather weak, much
: weaker than commodities. 19% vs. 50+% if my memory serves me right.

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