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Doug Kass takes another stab at shorting long-dated Treasurys, noting (among other reasons) fund...

Doug Kass takes another stab at shorting long-dated Treasurys, noting (among other reasons) fund flows - which have seen an unprecedented wave of money coming out of stocks and into bonds - have reached a tipping point. The bleeding of stock funds looks to have stopped, meaning an "inevitable" reallocation from fixed income to equities is coming.
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Comments (5)
  • buyitcheap
    , contributor
    Comments (1901) | Send Message
     
    He should call himself Doug Brass as in that's what it takes to short treasuries. Maybe this is the top.
    12 Mar 2012, 01:44 PM Reply Like
  • DaLatin
    , contributor
    Comments (1522) | Send Message
     
    Calling all cars .. calling all cars.. Car TLT where are you !
    12 Mar 2012, 01:46 PM Reply Like
  • gdwigan
    , contributor
    Comments (43) | Send Message
     
    Quick! Immediately initiate long positions in long dated treasuries. Dougie "red spectacled, Palm Beach cocktail party attending, shoe shine boy ignoring" Kass: the ultimate contrarian indicator.
    12 Mar 2012, 01:47 PM Reply Like
  • Tack
    , contributor
    Comments (14446) | Send Message
     
    Well, this chart pretty much makes it look like a no-brainer:

     

    http://yhoo.it/A2Cly7;range=5y;compare=tlt;...
    12 Mar 2012, 02:19 PM Reply Like
  • Croupier86
    , contributor
    Comments (11) | Send Message
     
    Some day he may be right, but that whole argument about funds flowing out of bond funds into stock funds is wishful thinking. After a decade of horrific volatility, an aging population is not going to rush back into the stock market.
    12 Mar 2012, 10:58 PM Reply Like
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