n******n
发帖数: 12088 | 1 If mortgage underlying all default, US gov would use tax payers' $ to
fulflll the obligation to bond holder such as China gov, like what they did
to AIG? |
n******h
发帖数: 2482 | 2 Yup.
did
【在 n******n 的大作中提到】
: If mortgage underlying all default, US gov would use tax payers' $ to
: fulflll the obligation to bond holder such as China gov, like what they did
: to AIG?
|
n******n
发帖数: 12088 | 3 then f2 mbs sounds very attractive ah.
【在 n******h 的大作中提到】
: Yup.
:
: did
|
n******h
发帖数: 2482 | 4 The risk is no longer on F2. The only risk today, for all asset classes,
is sovereign risk.
【在 n******n 的大作中提到】
: then f2 mbs sounds very attractive ah.
|
f*****b
发帖数: 1649 | 5 does that mean: who has the stronger military, who has the lower risk?
【在 n******h 的大作中提到】
: The risk is no longer on F2. The only risk today, for all asset classes,
: is sovereign risk.
|
m******t
发帖数: 2416 | 6
Safe, yes. Attractive, probably not. They are pretty much the same as
treasury bonds now.
【在 n******n 的大作中提到】
: then f2 mbs sounds very attractive ah.
|
n******n
发帖数: 12088 | 7 higher return, right?
【在 m******t 的大作中提到】
:
: Safe, yes. Attractive, probably not. They are pretty much the same as
: treasury bonds now.
|
m******t
发帖数: 2416 | 8
I'm not following their prices, so I could be talking out of my arse, but I
would think that if they are almost as "riskless" as treasury bonds, they _
would_ be priced similarly too.
【在 n******n 的大作中提到】
: higher return, right?
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