Reminds me of the zero coups in 1981...pretty great deal for 30 years... for a little retail piker like me...any etf pairings that could be matched similarly..? And while we're at it... u still luv regional banks as part of an inflation play..? BTW... loving the education...seems a bit more useful than Elon's & Cathy Wood tweets :-)
Reminds me of the zero coups in 1981...pretty great deal for 30 years... for a little retail piker like me...any etf pairings that could be matched similarly..? And while we're at it... u still luv regional banks as part of an inflation play..? BTW... loving the education...seems a bit more useful than Elon's & Cathy Wood tweets :-)
Reminds me of the zero coups in 1981...pretty great deal for 30 years... for a little retail piker like me...any etf pairings that could be matched similarly..? And while we're at it... u still luv regional banks as part of an inflation play..? BTW... loving the education...seems a bit more useful than Elon's & Cathy Wood tweets :-)
Hi Paul,
Yes, I still love the regional banks. I probably like insurers even more, but that's pretty boring compared to slinging around GME and AMC. :)
Thanks for all the kind words. And watch for more ways to play this theme in coming weeks.
Take care,
Kev
Link to an old post by Kevin -> https://medium.com/@kevin_640/inflation-breakevens-a-core-holding-3849869ab041
You can play the 7-10y inflation breakeven with the TIP/IEF ETFs.
Cheers.
Reda
Thanks Reda! I should have mentioned that. I appreciate you highlighting that spread (TIP vs. EIF).
(and unless I am mistaken, this might be your first comment. Welcome to the group and thanks for the helping out).
Have a great night,
Kev