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  • Alternatives and Absolute Return with ETFs
    on Jul 10, 2008 • PKW, PXF, DGS • 4 Comments
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  1. schlumpf on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Sounds like the black widow deal, Japan 1990. They all have been ... more »
  2. steveusa on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: David excellent post thioughtful thinking/focus on fundamentals is... more »
  3. mbkelly75 on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Thank you for an interesting article and viewpoint that gives food... more »
  4. Bruce Krasting on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: If TBF is the best bet I wonder what the worst bet is. Those that... more »
  5. lorddarley on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: For those who remember the Carter years, inflation will be the... more »
  6. Peter Cooper on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Personally I think shorting financials and emerging markets with... more »
  7. Old Trader on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: "Don't fight the Fed" is an expression that springs to mind. more »
  8. buddhabill on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Some have speculatedthat the Fed/Treasury will need to engineer a... more »
  9. Prune on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: In 2009 went long on inverse treasuries. I felt it was a sure... more »
  10. svosavvy on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Author: Thank you for your polite and concise response. I... more »
  11. divinecomedy on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: I personally think inflation is the more likely option, once you... more »
  12. Lightway on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Personally I forget about timing bonds and let Bill Gross do it... more »
  13. dingding on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: The short bond trade, while fundamentally correct, suffers from a... more »
  14. The Geoffster on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: Agreed. I made the same trade in TBT in 2009 and I'm still trading... more »
  15. phybrr1 on Shorting the Long Treasury Is This Fund Manager's Highest Conviction Idea: 1. Assume long term int rates must increase and the bonds will... more »