長債TLT/ TMF 長期討論區（2）

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FED buyback plan = push down long-term bond yields-> make the yield curve less inverted.
If combined with the reverse twist operation proposed by Federal Reserve official Waller at the beginning of last month (i.e., the Fed buying short-term Treasury bills without expanding the size of its assets and reducing the holdings of MBS), it would ensure the smooth issuance of the Treasury's short-term debt while suppressing short-term interest rates.
Shift MBS好似唔係針對長債。而事實上buyback plan 係有買10yrs+ 既債

又跌了

日日跌 慘過港股

慘

收住息慢慢等減息

我買bil等佢減息唔駛蝕價又唔駛拖累tqqq

cap咗舊錢 好傷心
屌TMF老母

短債roll仲好過定期，又穩又有彈性

咁起碼唔使賺息蝕價， 仲要輸機會成本， 而且tlt跌代表你要不停咁繼續越低越買， 錯過咗好多機會

無底啊

收息直接買兩年期 五年期債好過啦 息口又多過你
買得etf 你都係博佢減息升 唔好玩啦

又乜撚事屌

TMF Decay大到咁 點解仲會有人買

繼續月供溝低成本價

對沖呀嘛

短期技術位，走先
TLT out @90.98

股債近期都無相反，唔明對沖緊乜

所以咪雙殺囉

下，乜鳩呀……TLT攞黎咁玩架咩

唔係炒波幅咁係點玩？

長期仍看好TLT。
希望再有傻仔炒reinflation 再加倉。

預就快減息 是咪儲定堆$TLT最穩陣？ 見90低位同d upside幾吸引

1） 減息 $TLT係咪包升？
2) 假設又0利率 係咪會上返ATH?


有咩風險？ 求指點