The Duck

Foreign Demand for U.S. Treasuries Is Still Strong

Based on your TBT reference, I went and read many of your past comments. You are kindred.
I have been thinking as you have; but lately I have been reluctant to commit to the 'short deflation, followed by big time inflation' senario. I have not been able to pull the trigger on TBT yet as I watch the long bond yields continue dropping. I know it has to end sometime; but until some sign of increased economic activity causes that huge money supply to jump in velosity, deflation could persist much longer.
I'm frozen 'in the headlights', doing nothing.
Have you found another way, in addition to TBT, to short the long bond?
I will continue to follow your comments.
P.S. Or the Chinese could ask for their money back. That would do it.


On Nov 18 03:35 PM buyitcheap wrote:

> TBT is a good way to play that - if it would just @#(( work!