a********t
发帖数: 4508 | |
g***c
发帖数: 11523 | 2 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？
|
c****t
发帖数: 5452 | 3 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？
|
a********t
发帖数: 4508 | 4 为什么长债yield会涨呢？
大家这么看好股市吗？ |
r*m
发帖数: 16380 | 5 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. |
a********t
发帖数: 4508 | 6 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.
|
r*m
发帖数: 16380 | 7 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%。
|
