Cageyone Posted February 5, 2015 Posted February 5, 2015 Seems to be a lot of volatility recently (back up 3.3% today) suggesting that Mr. Market can't decide whether Q4 will be lumpy to the downside or lumpy to the upside! So what do y'all think?
TwoCitiesCapital Posted February 6, 2015 Posted February 6, 2015 Their bond portfolio would have done very well in the 4th quarter. We might even see a reversal of some prior losses on the deflation hedges with the collapse in oil and the drop in global rates. BBRY was up some 10% too which isn't trivial across the ~1B invested in it though it's given it all back so probably won't count for much outside of making the earnings appear better. I think it will be a good quarter, but not a spectacular one.
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