Dan Fuss：債券非泡沫，因為收益建立在合約上。
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Dan Fuss：債券非泡沫，因為收益建立在合約上。
1.6K
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
我是強大
管理員
樓主
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
我是強大
管理員
樓主
2012-12-06 11:05
http://www.reuters.com/article/2012/11/ ... FT20121128
"I wouldn't call (this market) a bubble - I'd call it a very strong market, It's hard for bonds to bubble. It's easy for them to go the other way but it's hard for them to bubble because you're dealing with fixed contracts."
"There's a limit you say 'Oh My Goodness, it was issued at 100 and it goes to 116' and you think that's a bubble - no that's not a bubble," said Fuss, eating chocolate ice cream. He was referring to the price of a bond that trades 16 points above its face value of 100 cents on the dollar. "If it goes to 250, that's a bubble and that doesn't tend to happen with bonds."
PS. 國內知名度較低的Dan Fuss，其實是債券經理人推崇的債券專家。雖然國內也有媒體把他跟葛洛斯都稱為債券天王，但我比較喜歡路透給的這個名稱「債券導師」（Bond Guru），可知這位79歲老人的份量。
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