I sold PEIX and replaced it with VALE.
I also added to my YNDX position, making it a top 3 holding.
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Joined Nov 10, 2007
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these treasuries blow..tlt keeps falling
As it should. Please don’t tell me you are long TLT.
I am, but I’m also long S&P 500 with 55% weighting, but based on historical price action TLT should be getting a bid after falling so much
TLT can drop another 10 and still be expensive. I’d ditch it and buy a REIT if you wanted yield and something defensive.
KEIFF is long TLT in papertrading timestamp terms.
will you hold YNDX thru earnings next week?
maybe
You seeing something in PEIX that I’m not seeing?
Bored with it
VALE ?
What’s your thesis on iron ore ?
It’s only the most oversupplied commodity in the world
Trying to follow the RIO ramp for a pop?
Good luck