On Wed, Oct 21, 2009 at 11:38 AM, Louis Proyect <[email protected]> wrote:
> What kind of bonds are they buying? Are they investing the money in American
> business? “No, they are mostly buying Treasuries.” So the money is just
> being shuffled from one Federal bank account to another, with each Wall
> Street bank skimming off $1 billion per month for itself? “Pretty much.”


I am still puzzled bu this: if these guys are all simply buying
Treasuries, wouldn't that simply push the yields down and eliminate
the profit opportunity?

In any case, if indeed it is Treasuries they are buying, we are
talking about 5 year maturities at least to get 2%:
http://www.ustreas.gov/offices/domestic-finance/debt-management/interest-rate/yield.shtml

So this is really a bet on interest rates staying really low i.e. < 2%
for at least the next five years? Sounds like a *very* risky bet.

Somehow, this all doesn't quite make sense. How else could they making
money then? Could it be that they are simply cooking the books again?
-raghu.


-- 
"Really ?? What a coincidence, I'm shallow too!!"
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