|
| right now, T stock & options. if I had a strong opinion on a significant move in rates/prices, i'd use T-bond futures. It seems like T moves pretty good when the popular opinion on rates changes. It's inexpensive, down 17% for the year, good dividend yield (6 plus %)with earnings to cover it, and it's unloved. Of course, none of this means it can't go to zero, but I like the odds. if rates level off or fall(like they have been on long end lately) folks could rotate back into something like T. It's up 10% in the last 3 weeks so it'd be perfectly natural for a selloff, but who knows? | |
|