Well, SD R, I don’t consider myself an expert on the bond market. But for what it’s worth I am rooting around tonight (and probably for another few nights) on the construction of a 7-figure personal bet on long treasury yields going up, and on a 10-figure bet for my company.

Warning: I am cautious about govt manipulation of interest rates, so I may make it a combo bet that will pay off if the dollar declines OR Treasury yields rise. Also, I will not enter any bet when rates are off their lows. And my pay-off horizon is 1-3 years.