Michael B. Krause

Buy Treasuries for a Trade

For a hedge against variable rate debt. I stand to benefit much more if rates fall.

Time To Short Treasuries?

I agree TBT will eventually be a good long (and I am holding some), but lets get real - 30 yr is only up around 20% from the baseline its recently found. That isn't exactly a bubble in comparison to the 300-600% gains in your other charts. I want to buy more TBT going forward ... I will be buying at 25, then 15.... When TBT hits 15-25, then I think we can all agree it is a bubble by all definitions.

Regardless, a great inflation hedge to buy the TBT!