n******n 发帖数: 12088 | 1 If mortgage underlying all default, US gov would use tax payers' $ to
fulflll the obligation to bond holder such as China gov, like what they did
to AIG? |
n******h 发帖数: 2482 | 2 Yup.
did
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : If mortgage underlying all default, US gov would use tax payers' $ to : fulflll the obligation to bond holder such as China gov, like what they did : to AIG?
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n******n 发帖数: 12088 | 3 then f2 mbs sounds very attractive ah.
【在 n******h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Yup. : : did
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n******h 发帖数: 2482 | 4 The risk is no longer on F2. The only risk today, for all asset classes,
is sovereign risk.
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : then f2 mbs sounds very attractive ah.
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f*****b 发帖数: 1649 | 5 does that mean: who has the stronger military, who has the lower risk?
【在 n******h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The risk is no longer on F2. The only risk today, for all asset classes, : is sovereign risk.
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m******t 发帖数: 2416 | 6
Safe, yes. Attractive, probably not. They are pretty much the same as
treasury bonds now.
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : then f2 mbs sounds very attractive ah.
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n******n 发帖数: 12088 | 7 higher return, right?
【在 m******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : Safe, yes. Attractive, probably not. They are pretty much the same as : treasury bonds now.
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m******t 发帖数: 2416 | 8
I'm not following their prices, so I could be talking out of my arse, but I
would think that if they are almost as "riskless" as treasury bonds, they _
would_ be priced similarly too.
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : higher return, right?
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