Bruno Brasil

Why I Am Shorting Treasury 30 Year Bonds via Treasury Futures

Hi Robert,

I am heavily shorting treasury using TBT, which is not a perfect instrument. Can you be more specific on the other instruments you use?

Commodity Price Inflation Is Inflation and Is Happening Now

Tom,

Remember the 70's. STAGFLATION....

Commodities for Income Investors

And what if part of the excess liquidity our friends at the fed have been creating is finding more of its way in the "financial economy" : US equities (hence the current rally with no palatable improvement in the economy), gold, emerging markets, commodities/commodity exporting currency (hence selling pressure on USD) than in the "real economy". The inflation signs the Fed is looking for are already there!!!