Comments on: Liquidity for the Government and no Liquidity for Anyone Else http://alephblog.com/2008/09/19/liquidity-for-the-government-and-no-liquidity-for-anyone-else/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Thu, 18 Mar 2010 05:20:57 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: matt http://alephblog.com/2008/09/19/liquidity-for-the-government-and-no-liquidity-for-anyone-else/comment-page-1/#comment-18865 matt Sat, 20 Sep 2008 15:55:37 +0000 http://alephblog.com/?p=930#comment-18865 Mr. Merkel: I'm just curious why you use 2 Year Note minus A2P2 instead of A2P2 less AA Nonfinancial CP? To me, it makes more sense to compare similar maturities. Clearly, they would show the same thing in this instance. I'm just curious; not trying to pick apart your method. PS: I've been a small position in long TIPS all year because of the duration. Mr. Merkel:

I’m just curious why you use 2 Year Note minus A2P2 instead of A2P2 less AA Nonfinancial CP? To me, it makes more sense to compare similar maturities. Clearly, they would show the same thing in this instance. I’m just curious; not trying to pick apart your method.

PS: I’ve been a small position in long TIPS all year because of the duration.

]]> By: Steve Gelmis http://alephblog.com/2008/09/19/liquidity-for-the-government-and-no-liquidity-for-anyone-else/comment-page-1/#comment-18856 Steve Gelmis Sat, 20 Sep 2008 05:17:15 +0000 http://alephblog.com/?p=930#comment-18856 David, What do you think of TBT as a dollar hedge? David,

What do you think of TBT as a dollar hedge?

]]> By: wolfers http://alephblog.com/2008/09/19/liquidity-for-the-government-and-no-liquidity-for-anyone-else/comment-page-1/#comment-18846 wolfers Fri, 19 Sep 2008 14:00:53 +0000 http://alephblog.com/?p=930#comment-18846 What do you make of the govt severely limiting the purchase of I-Savings bonds (after emaculating them last reset) and making noises about reducing issuance of TIPS going forward? To me it sounds like they are setting the table for seriously higher inflation/interest rates... What do you make of the govt severely limiting the purchase of I-Savings bonds (after emaculating them last reset) and making noises about reducing issuance of TIPS going forward?

To me it sounds like they are setting the table for seriously higher inflation/interest rates…

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