tag:blogger.com,1999:blog-816559531110064247.post4731068168406247740..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Is tapering panic over?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-816559531110064247.post-63469588190672114212013-08-15T17:18:41.893-07:002013-08-15T17:18:41.893-07:00I have a question for you.
Earlier this year, Ken...I have a question for you.<br /> Earlier this year, Ken Heebner chose to short treasuries (duration was not mentioned) so how could I "back test", or at least try to gauge whether or not he could still have such a position on. I have been monitoring the TYX (30 year bond) and TBF (20 year bond) as rough proxies but paradoxically they have been rising the past couple of months.<br /> His end of close NAV today did quite well, losing only 0.37%, although his home builders could have also helped account for his performance today.keithpiccirillohttps://www.blogger.com/profile/16713240199705068281noreply@blogger.com