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Re: [RT] RUN TO THE HILLS up 21.43%


  • Date: Fri, 19 Feb 2010 08:53:42 -0700
  • From: Kevin B Bantz <kevinbantz@xxxxxx>
  • Subject: Re: [RT] RUN TO THE HILLS up 21.43%

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But its the front end that will be getting hiked. Since we are not at the bottom yet of the real estate cycle,
real estate will continue to pressure longer rates over the next 4-6 years. What I'm saying is that rates after that period,
for mortgages would be closer to 9-13% vs. 6-8% because of where we are in the cycle.

KBANTZ

On Feb 1, 2010, at 5:38 PM, Ira wrote:


It is not the bills rate you have to worry about.  It is the 30 year bond and the yield curve.  The bill rate could stay low, but the effective rate for borrowing could go substantially higher.  Right now many countries are divesting themselves of dollar denominated debt instruments.  They might buy bills and notes up to two years, but I doubt that they will go out any further.  One of the keys is dollar strength.  If the dollar starts its slide again watch out.  Go to any store and read the labels. cloths are made in Asia.  fruits and vegetables are coming form Central and South America.  Electronics from Asia.  Oil from Mexico, England, and the middle east.  So inflation and bond prices in a way are tied to dollar strength. The dollar goes down and everything we buy goes up in price.  One other worry.  If China, India and Russia get their way and an international trade currency is created then the current  reserve currency, the dollar, is doomed.
 
Just one man's opinion.
Ira
----- Original Message -----
Sent: Monday, February 01, 2010 3:12 PM
Subject: Re: [RT] RUN TO THE HILLS up 21.43%

 

Mr. Bantz,
 
    Unfortunately I have no background in this area.  But would you mind answering a couple of questions. 
 
    Are you suggesting or expecting that interest rates are ready to start moving higher?  And if so does that imply that T Bills will be yielding a higher interest rate?
 
Thank you,
Ron
----- Original Message -----
Sent: Monday, February 01, 2010 4:37 PM
Subject: [RT] RUN TO THE HILLS up 21.43%

Yeah, the hills of debt.  

Today's percent change of the discount rate for t-bills was 21.43%


Treasury Direct

What is a T-Bill?

Weekly Point and Figure discount rate

I am looking for 2.25-2.75% 'soon'

Kevin B. Bantz


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