Bond Rates - Treasury vs Corp - Don't make sense

Discussion in 'Fixed Income' started by kmiklas, Mar 15, 2023.

  1. MrMuppet

    MrMuppet

    I was refering to mervyn rather than to you :)
    What I was trying to say is that it's most often better to just to the trade with very small amount of money and document everything that comes along with it. The learning experience is much better and faster than pure study.

    Honestly speaking I like that trade so much, I'm going to set it up, too
     
    #11     Mar 16, 2023
  2. mervyn

    mervyn

    Why wouldn't i refer to TR when you get your money back, coupon yield is coupon yield.

    Anyway, the point is no corp yield would price below the Ts, even for AAPL. If you see the yield number is at odd, then check the bond price and do the math.
     
    Last edited: Mar 16, 2023
    #12     Mar 16, 2023
  3. albion

    albion

    Murray, is there any chance you could write using normal punctuation and grammar? Much of the time your writing is somewhat incoherent and difficult to decipher.
     
    #13     Mar 16, 2023
    murray t turtle likes this.
  4. %%
    YTD= year to date, 3 years + 10 years.
    OK sorry\ you did not understand the point of bank regulators sort of talking their book + promote gov bonds??
    If i could not figure that one sentence ''sort of sort of talking thier book'' ;I could google that sentence + find out .
    3 years does make more sense than ''3ty'' or '' risk free'' Thanks
     
    #14     Mar 16, 2023
  5. SunTrader

    SunTrader

    Yup never ever happen!!!!!!!!!!!!!!!!!!!!!!

    "The 2011 S&P downgrade was the first time the US federal government was given a rating below AAA."

    https://en.wikipedia.org/wiki/Unite...11 S&P downgrade was,given a rating below AAA.
     
    #15     Mar 16, 2023
    murray t turtle likes this.
  6. leonel

    leonel

    He must be talking about the discount ($100-88.50=11.5). That works out to 1,91% each year if you divide it by six years. So overall, the yield to maturity on those Apple Bonds is around 4.11% - 4,5% with coupon included. I admit that perhaps my interpretation of his post is incorrect.
     
    #16     Mar 18, 2023
  7. mervyn

    mervyn

    You don’t divide bond price by year, if the fed cuts rate next year, same bond price will go up to possibly 90ish. The point is T is the benchmark to price risk, normally no corp paper can be issued at lower yield that comparable Ts. If SVB can lose 9% on selling Ts, the investors can lose 11% liquidate on selling apple bonds.
     
    #17     Mar 18, 2023
    leonel likes this.
  8. leonel

    leonel

    Thanks mate!
     
    #18     Mar 20, 2023
  9. emporata

    emporata

    Thanks for the idea. But basically what is the purpose of the spread if you can just buy bond and get 5% yields ? And what about spread risk which I suppose is not zero if for example 7-eleven file for bankruptcy then default could occur and the value of the bond might decline significantly.
     
    #19     Mar 27, 2023
  10. MrMuppet

    MrMuppet

    Leverage + convexity.

    You could turn that safe 5% into an easy 30% on your account if you structure the trade correctly. And of course you'd buy government bonds and short 7-11. Corp. bond blow up would be your lotto
     
    #20     Mar 30, 2023
    emporata likes this.