06/09/2009 白天灌水

ggsddu

128# layschips


这次不一样，因为我支持你！

lite1067

30年。Fed的target是30年房贷利率要4.5以下。单看，这东东，房贷早过了4.5了。

20343
Cobra 发表于 2009-6-9 12:10

30yr mtg is more associated to 10yr treasury... this is because mtg has amortization/prepayment, so its duration is significantly shorter than maturity :-)

30yr mtg rate is 5.5-5.75% now.... the refi door is officially shut now !! sub-5% rate can be found in history book only...

ggsddu

严肃地说
我发现老秋一说WSLZ
立刻就跌
javamood 发表于 2009-6-9 13:12

秋大应该就是这个意思

slp

俺看中的小垃圾这两天都已涨的面目全非了

Cobra

30yr mtg is more associated to 10yr treasury... this is because mtg has amortization/prepayment, so its duration is significantly shorter than maturity :-)

30yr mtg rate is 5.5-5.75% now....  ...
lite1067 发表于 2009-6-9 13:17

NND，俺又不懂奘懂了不是，呵呵，不过俺是按www.stocktiming.com的说法看的，以为TYX才是重要的。看TNX更好，这东东，俺一直就很注意。

ByStander

30yr mtg is more associated to 10yr treasury... this is because mtg has amortization/prepayment, so its duration is significantly shorter than maturity :-)

30yr mtg rate is 5.5-5.75% now....  ...
lite1067 发表于 2009-6-9 13:17

I heard someone in a radio talk show said refi reduced 75% last month per GMAC(?).

trueself

1# Cobra

{硬是hold着}

谷米

CPC有点接近0.8乐，如果firework setup起来，不管赔赚，要关所有空仓，班长的这个东西太厉害。

lilylily

market is setting up for a big move soon...
but which way?

开小差

113# Cobra
lucky, i am only a 蝌蚪。

谷米

按把short position 关了80%，伺机再来。

dara

I heard someone in a radio talk show said refi reduced 75% last month per GMAC(?).
ByStander 发表于 2009-6-9 13:19

if interest stays at current level or go high, Bank will get into trouble next qtr.

olderfrog

牛

CoolMax

No, bond yield涨，表示bond跌了，所以早先买bond的就亏了。

http://www.investopedia.com/university/bonds/
Cobra 发表于 2009-6-9 12:36 PM

我的理解：

不能说亏了，只能说赚得少了。
除非中途下车。

CoolMax

what is sox?
ice_tea 发表于 2009-6-9 12:05 PM

费城半导体指数。反映晶片板块的走势。

谷米

149# 秋之皓月


俺上周五short，昨天最低点cover，盘尾高点时重新short。在老蛇的这个thread里都有实时帖。你老看不见？

CoolMax

133# Cobra

是不是TYX涨，bond就跌，中国买的美国国债就亏？
ggsddu 发表于 2009-6-9 01:11 PM

买国债不会亏的。

唯一会亏的原因是发生通胀。