
TBT
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond bear fund round the campfire to toast marshmallows with my other holdings. The 10 & 30 year yield breakouts have failed, but you may recall that the view included a lot of noise in-week around … Continue reading TBT