Comments on: Bonds vs. stocks http://sovereignspeculator.com/2010/02/05/bonds-vs-stocks/ Thoughts on the markets and the decline of the west Sun, 28 Nov 2010 18:31:40 +0000 http://wordpress.org/?v=2.6 By: Mike http://sovereignspeculator.com/2010/02/05/bonds-vs-stocks/#comment-8440 Mike Sat, 06 Feb 2010 08:13:18 +0000 http://sovereignspeculator.com/?p=3589#comment-8440 That's the right idea. Basically, bonds are cash for big boys. Stocks down = treasuries up. Why should this be any different now that at any point in the last 2 years? That’s the right idea. Basically, bonds are cash for big boys. Stocks down = treasuries up. Why should this be any different now that at any point in the last 2 years?

]]> By: GolfBoy http://sovereignspeculator.com/2010/02/05/bonds-vs-stocks/#comment-8439 GolfBoy Sat, 06 Feb 2010 05:30:00 +0000 http://sovereignspeculator.com/?p=3589#comment-8439 Mike, I am trying to understand the case for being long TLT for (let's say) a year. Is it (1) the Fed won't dare raise rates while the market is tanking; (2) flight to safety will drive demand for U.S. Treasury debt; and (3) the Dollar's generally unexpected strength? Thanks-- Mike,

I am trying to understand the case for being long TLT for (let’s say) a year. Is it (1) the Fed won’t dare raise rates while the market is tanking; (2) flight to safety will drive demand for U.S. Treasury debt; and (3) the Dollar’s generally unexpected strength? Thanks–

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