Yves Lamoureux' Observations On Negative Risk Premium And Return Assumptions

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Thu, 10/01/2009 - 12:15 | 85289 Cognitive Dissonance
Cognitive Dissonance's picture

Solid assessment. Which means it will be ignored by the Red Bull HAL9000 SkyNet Wall Street GS crowd.

Facts? Fundamentals? I don't need no stinking fundamentals.

Thu, 10/01/2009 - 12:27 | 85304 buzzsaw99
buzzsaw99's picture

I am absolutely fearless of higher T-bond rates, and have been since June as well.

Thu, 10/01/2009 - 12:38 | 85317 …unexpectedly…
…unexpectedly…'s picture

Invest in corporate bonds?  Please, list the top ten companies (along with their CEO and CUSIP) that I should trust (absolutely) to pay me my P&I over say the next 10 years.  This is particularly important when rates can only go up from here, thus precipitating the hold to maturity tactic.  Trade bonds?  Maybe.  Investing is so 2002.

I have a hard time listing the first one.











Thu, 10/01/2009 - 12:40 | 85321 deadhead
deadhead's picture

please do not use CUSIP numbers as it is a trite annoyance to some folks.

unless you are in the front office or back door operations.

Thu, 10/01/2009 - 12:50 | 85330 …unexpectedly…
…unexpectedly…'s picture

I don't think it will be a problem.  I postulate that in this environment, on a long enough timeline the hold-to-maturity-testicular-fortitude rate for everyone drops to zero.

Thu, 10/01/2009 - 12:54 | 85343 Mos
Mos's picture

Coco Cola

Smith and Wesson

Maker of Trojan condoms


That's all I could come up with.

Thu, 10/01/2009 - 12:46 | 85324 Anonymous
Anonymous's picture

It's like walking the midway at a carnival...

Thu, 10/01/2009 - 12:49 | 85332 Yossarian
Yossarian's picture

Does the stock return include dividends? 

Thu, 10/01/2009 - 13:04 | 85364 Anonymous
Anonymous's picture

of course not. Why let the truth get in the way of a good argument.

Thu, 10/01/2009 - 14:45 | 85492 Anonymous
Anonymous's picture

Depending on user setting BB auto adjusts for dvds

Thu, 10/01/2009 - 13:42 | 85403 Carina
Carina's picture

30-yr treasury yield down to 3.94 10-yr down to 3.17 - Watch the 10-yr go to 2.5.  The bond market is much smarter than the stock market.

Thu, 10/01/2009 - 20:40 | 85984 Anonymous
Anonymous's picture

And now for something completely different...

I can't get over how many people misspell losing as loosing...

i wish they would lose the the looseness with their spelling - it is like spelling huge as hugh...

sorry, but i can't take authors of articles that contain errors like that that seriously.

now back to your regularly scheduled programming.

Fri, 10/02/2009 - 00:29 | 86130 defender
defender's picture

So, let me get this straight.  Someone makes a typo, and their opinion/research becomes invalid?  And not to be picky, but it looks like there is an extra "the" in the middle of your rant, but what do I no.

Fri, 10/02/2009 - 10:32 | 86425 Anonymous
Anonymous's picture

know, a typo doesn't necessarily invalidate an opinion ore research but it does reflect on its credibilty.

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