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« Weighing the Week Ahead: What does the Syrian Crisis Mean for Stocks? | Main | Great Investors ask the Right Questions »

September 09, 2013

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kebko

I agree with Pacioli. Although, I couldn't find the original question, so they could have offered other answers, but only printed the ones that received votes. Considering the actual experience of previous QE's, I was surprised not to see at least one respondent who expected it to lower yields.

I'm with Pacioli, in that, while I expect yields to climb as the economy improves, I expect a premature tapering to mitigate that climb, not exacerbate it. And, I hope to profit from the fact that nobody else seems to agree with us.

PS. Great blog, Jeff.

Pacioli

It is interesting that in the poll for the end of QE, they did not even provide an option for yields to decline. I believe this is a distinct possibility. Since it is so far out of consensus, it could also be profitable.

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