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Notes to myself, possibly of interest to others.
-- Bill Northlich

Thursday, December 9, 2010

Rosenberg (Bond) Daily: Buying opportunity EOY?

While we can understand the bad taste left in people’s mouths from the lack of any outline as to how the U.S. will ultimately resolve its own long-term fiscal challenges, the events of this week are hardly deserving of the melt-up in bond yields, which look like a nice buying opportunity once January arrives and more liquid conditions resurface. [today]
Bill: Uh... The Bonds look like a nice buying op, not the yields... :-)

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