Tag: Treasury
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Apple Vs. Microsoft Vs. Treasury Bonds: Don’t Be Fooled By Mr. Market’s Irrational Moves
SIphotography/iStock via Getty Images Introduction Over the last few weeks, long-duration treasury yields have dropped like a rock after the latest Treasury quarterly refunding announcement called for lower-than-expected issuance of long-duration treasury bonds in Q1 2024. Janet Yellen’s move to finance a larger portion of the US government’s huge fiscal deficit spending via short-term treasury…
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Why Treasury Auctions Have Wall Street on Edge
The U.S. Treasury prefers its debt sales to be humdrum affairs. Lately, they are sparking fireworks in markets. Scrutiny of Treasury auctions—whereby the government funds operations by selling the world’s safest bonds to big banks and dealers—has grown alongside their size. For years, many in Washington and on Wall Street assumed that investors would buy…
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Apple: Why The 10 Year Treasury May Offer Alpha (NASDAQ:AAPL)
Shahid Jamil In July 2022, I wrote an article titled, Apple: I’d Rather Buy The SPY. The piece was met with much criticism, and it’s where I learned having an “it’s going to trounce the market” opinion of Apple Inc. (NASDAQ:AAPL) is contrarian on Seeking Alpha. What I’ve learned after writing a few more articles,…