$Micron Technology(MU)$
The problem of Bank of American infamous investment in buying 1.2 % term 20 years of Treasuary Bonds are about 350billion~400 billion dollar and most of the investment money come from short-term deposit money. Now only worth about 100 billion or lesser in Bonds Market value now when 10 year Treasuary Bonds reach 4.7%. Though no selling no loss, but keep them come due after 20 year. The inflation will keep near 400 billion investment Zero, not to mention the loss of oppturnity cost loss. And Goldman Sach buys all of SVB's about 60 billion bonds which is also 1.2% for 20 years at great discount price which may be based on 3.5~3.75 % yield. How much Goldman has bought this kind of bonds its self we do not know. Sachs thinks it takes a great advantage in this deal. But now suffers big loss when 10 years Bonds reach 4.7.
Semiconductor Companies & Industry DIG
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