with today's 200billion liquidity injection by the feds, theyre indirectly shouting bond yields are going up. go short some long bonds.
long: TLT
inflation protected: TIP
and my fav (obv) mortgage bonds: MBB
buy me a drink at a later date
greetings, fellow internet!with today's 200billion liquidity injection by the feds, theyre indirectly shouting bond yields are going up. go short some long bonds.
long: TLT
inflation protected: TIP
and my fav (obv) mortgage bonds: MBB
buy me a drink at a later date
Last edited by ryph; 06-11-2009 at 01:33 PM.
"Americans like to believe in American exceptionalism, that the United States is a force for good around the world, not just another country pursuing its interests via geopolitical horse-trading. This is part of why there is such a visceral public backlash against WikiLeaks -- because it lays bare U.S. diplomacy in all its blunt, unromantic reality."
almost 3 month update, trade going just as planned, bond rates are being slowly driven up. wait until the next dollar drop materializes.
also to add to your arsenal for this trade.. two etfs that were launched a few days ago:
PST: 2x inverse 7-10yr treasury index (if 7-10yr treasuries go down 1%, youll make 2%)
TBT: 2x inverse 20yr treasuries. same dealio as above only 20yr notes.
"Americans like to believe in American exceptionalism, that the United States is a force for good around the world, not just another country pursuing its interests via geopolitical horse-trading. This is part of why there is such a visceral public backlash against WikiLeaks -- because it lays bare U.S. diplomacy in all its blunt, unromantic reality."
Bookmarks