tag:blogger.com,1999:blog-3011727801882113130.post4154873287770912394..comments2023-07-02T09:28:04.887-04:00Comments on Alex Dalmady's Blog: From Russia with BondsUnknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-3011727801882113130.post-83323951152502203142011-05-06T02:50:47.493-04:002011-05-06T02:50:47.493-04:00thank you very much for informationthank you very much for informationromanya vizesihttp://www.marinavize.comnoreply@blogger.comtag:blogger.com,1999:blog-3011727801882113130.post-38372729138486344752011-04-22T20:52:58.983-04:002011-04-22T20:52:58.983-04:00The 10-yr's around 3.40% right now, but anyway...The 10-yr's around 3.40% right now, but anyway...<br /><br />Tough, tough question. My problem is I can't be objective about Venezuela.<br />It's an outlier and on numbers alone, should trade much much tighter.<br />But it's Chavez-bizarro world. <br />I blogged about that about a year ago and still feel the same way.<br /><br />http://dalmady.blogspot.com/2010/01/not-prophet-in-venezuela.html<br /><br />It might be a worse trade, but I'm more comfortable in Russia, betting on Putin's pride, than dealing with Chavez' "locuras" in Venezuela. <br />Maybe because it's further away, I don't see Russia's blemishes as I see Venezuela's.<br />Ignorance is bliss.Alex Dalmadyhttps://www.blogger.com/profile/04502544813279011007noreply@blogger.comtag:blogger.com,1999:blog-3011727801882113130.post-79885074238280426002011-04-22T20:11:23.823-04:002011-04-22T20:11:23.823-04:00Alex:
are you more confortable investing 100K in R...Alex:<br />are you more confortable investing 100K in Russian bonds ( say 6,5% YTM) instead of a compbo mixing 50KUS$ in risky Venezuelan 2022 (12%+ coupon/15% discount) and 50K in top 10Y Tbonds yielding near 4% ??Anonymousnoreply@blogger.com