Stay Away from Treasuries - Barron's [View article]
As long as corporate, mortgages, etc rates continue to come down (i.e spreads get compressed), the Fed will allow treasury yields to go up. Other wise going short could be dangerous as the Fed could buy them and keep the rates down and short squeezing the shorts. If this happens what you should short is the dollar, not the treasuries. But, you really want to short the dollar now? What could you buy? Euros, yens, rubles?
Stay Away from Treasuries - Barron's [View article]