I rarely speculate in the markets, but am short treasuries right now. Got them when the yield was 2.56%, which was nice. Am kicking myself for not shorting more at that point. Keep thinking the gov’t could start buying as a last ditch effort to keep rates down. If that happens, time to double down.
Big thought I keep having, though…if/when the treasury bubble bursts, does it matter. At that point, is the counterparty risk too high on the short side (fund I am using uses derivatives), and is there anything that is safe…lots of game theory going on in my head.
