Are markets unprepared for a big rally in Treasury prices, asks Paul Day. JPMorgan's Treasury...

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Chris DeMuth Jr. Comments (1751)
 
Interesting take. For further reading, here is another perspective:

http://seekingalpha.co...
12 Feb, 09:11 AM Reply Like

Whitehawk Comments (2804)
 
The shorts in June 2011 got KILLED in the following two months. Look at a chart of the 10yr vs. gold in Aug 2011: hyperbolic, in unison.
12 Feb, 12:27 PM Reply Like

hahaha48 Comments (694)
 
I am long TBT and I am standing firm on my believe you have seen the low on yields for the next 5 years
12 Feb, 01:37 PM Reply Like

thechaser Comments (456)
 
you know haha, i had been thinking the same thing but the more i look at it like for instance the cot on the commercials for the ust 10/20, man, they have really bumped up over the last couple of weeks and the folks holding these contracts are definitely better connected than me;

also, look at the correlation on the pm with the ust and i think the cme lightening up on margin is all managed from above to defend the ust market;

something to think about
12 Feb, 01:44 PM Reply Like