Deutsche Bank stocks as a leverage to increasing bond yields

Discussion in 'Stocks' started by David's faith, Oct 26, 2021.

  1. It was a trade, I'm out of it since December, short financial sector since then
     
    #11     Mar 26, 2023
  2. Why do you guys "think" about DB and other banks?

    Best trade of the week was buying AAA short term, middle term, long term government paper.

    PIMCO/Allianz purchased a ship load in last 4 weeks weeks.

    Recession coming. Crude oil prices under pressure. Other commodities as well.

    And on top: the whole start-up community in California is whining about missing "funding partner" since SVB collapse.

    Yada yada yada.

    I smell another bombastic AAA government bull run - aka "the trade of the century" after the GFC.
     
    #12     Mar 26, 2023