[stansd]

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.

Stan

[stansd]

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.

Stan

[stansd]

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.

Stan

[stansd]

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.

Stan

[stansd]

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.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

[stansd]

I’m long on TIPS, and short on the 30 year bond (got lucky and shorted that one at a 2.5% yield…we’ll see if it sticks).

I’m also started to look at moving more into other geographies given the harder beating their stock markets have taken and the strength of the dollar.

Stan

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