San_Fran_Sam

Treasuries Will Disappoint- Continued

I would just add that there is no reason to take an all or nothing approach to shorting LT Treasuries. The article mentions one vehicle that i am keeping an eye on, namely, TBT. There is also an ETF that is ultrashort the medium term Treasuries, PST.

I have a small position in TBT, about 25% of what i plan to invest, read speculate, in. When it becomes more clear that the bubble is bursting i will add to the position.

During the summer i went both short and long oil because i wasn't sure how when the bubble would burst. I lost a little on the long, but more than made up for it on the short.