Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich
Monday, January 31, 2011
Rosenberg Daily - The Middle East
This is what I think should be on anyone’s “buy list” if the turmoil does spread within the Arab world:
Treasury Inflation Protected Securities (T.I.P.S.)
Front end of the yield curve (bull bond steepener) — especially in Canada
VIX (volatility) — which already jumped 24% on Friday.
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