g*c
2 楼
德国bond率先陷落
TLT估计好多人开始take profit了
如果莫大妈真允许买bond
safe heaven就没啥意义了
【在 a********t 的大作中提到】
: 为什么呢？
TLT估计好多人开始take profit了
如果莫大妈真允许买bond
safe heaven就没啥意义了
【在 a********t 的大作中提到】
: 为什么呢？
c*t
3 楼
tlt咋地了？yield涨了？这个ot本来就是左手倒右手而已
【在 a********t 的大作中提到】
: 为什么呢？
【在 a********t 的大作中提到】
: 为什么呢？
a*t
4 楼
为什么长债yield会涨呢？
大家这么看好股市吗？
大家这么看好股市吗？
r*m
5 楼
TLT is over priced.
would you lend out your cash for a 3% annual return for 20 years? Not even
enough to cover the inflation.
would you lend out your cash for a 3% annual return for 20 years? Not even
enough to cover the inflation.
a*t
6 楼
会呀，如果我的资金成本是1%。
【在 r*m 的大作中提到】
: TLT is over priced.
: would you lend out your cash for a 3% annual return for 20 years? Not even
: enough to cover the inflation.
【在 r*m 的大作中提到】
: TLT is over priced.
: would you lend out your cash for a 3% annual return for 20 years? Not even
: enough to cover the inflation.
r*m
7 楼
1. Only some big MM (who has access to 1% borrowing cost) will do this
2. Even them may not be able to secure 1% cost for long term (20 years)
3. There's other ways to make more than 3%.
【在 a********t 的大作中提到】
: 会呀，如果我的资金成本是1%。
2. Even them may not be able to secure 1% cost for long term (20 years)
3. There's other ways to make more than 3%.
【在 a********t 的大作中提到】
: 会呀，如果我的资金成本是1%。
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