"Profit from your knowledge!"
The Bull Bear Trader discusses market events and news with an interest in understanding risk and return in both bull and bear markets. Discussion topics include trading and hedging strategies, derivatives, risk management, hedge funds, quantitative finance, the energy and commodity markets, and private equity, as well as an occasional investment opinion.
Friday, August 29, 2008
Stepping Back Into The Tranches
Jerry Webman of Oppenheimer Funds discusses bond market pricing and value. No specific names, but mentions that some individual mortgage-backed tranches offer value if you can find securities that are tied to financial companies with strong balance sheets, or at least companies that have the ability to repair their balance sheets. You need to be a long-term holder, but at least you are getting paid to wait (hopefully).
Bloomberg ClipSyndicate
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