Post Adjust Bond Show For 10/19/10 Oct 19, 11:32
thx again for crunching the numbers {nm} Oct 19, 11:48
What happens if there are no future attachments...IF and WHEN there is a future adjust???? Oct 19, 12:16
Thanks for this although a couple of changes... Oct 19, 12:23
Sorry that post should have been below the OP {nm} Oct 19, 12:23
It's not worth holding if they don't have a future adjust. {nm} Oct 19, 12:42
I disagree with that statement, and I think many other large portfolio players would agree. Oct 19, 14:11
Congratulations and thanks to mrbinns btw for the star bond fund, cashing out v soon! {nm} Oct 19, 14:36
There's no ROI if there's no future attachment. Oct 19, 14:56
I disagree with you... Oct 19, 15:00
This piqued my interest, and I did a little test to see whether bonds are dropping a big movie from their TAG fall in value Oct 20, 08:38
Probably, I thought you were gonna show that inside your message. Oct 20, 14:02
I showed it in my first message - bonds dropping a big movie that have an adjust are on average $20.86 below current TAG. Oct 20, 14:17
RH does note Bonds with something wrapped/in production, so those should be grouped with Bonds with a scheduled adjust. Oct 20, 15:58
I see another issue of contention - "is RH correct when he says mrbinns is over-investing?". That's the one I'm looking at. Oct 20, 16:22
If nothing else, wish me happy anniversary.....today is exactly 10 years hanging out at HSX Oct 21, 11:38
Happy anniversary! {nm} Oct 21, 19:31
interesting... Oct 20, 10:40
I'm not arguing with you either, just providing information on a topic that intrigued me. But... Oct 20, 13:54
Part of the fun of post-adjust (before the existence of the Post Adjust Bond Show at least)... Oct 19, 17:31
Sure, but mrbinns is saying to hold it indefinitely for an adjust that may never come. {nm} Oct 20, 11:09
Oh, I wouldn't do that... even with the ridiculous amounts of fake cash I have lying around. {nm} Oct 20, 18:02