Anyone else shorting Treasuries?
ST
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(Senior Baboon, 189
Points)
on 5/26/10 at 3:48pm
Interesting post on mean street about the inflation vs. deflation debate and the recent flight to quality from equities and currencies into US govt bonds. From what I have seen, I think inflation is unavoidable within a 1-2 year horizon, though i understand why so many investors are piling into treasuries. on the other hand, i dont see a lot of attractiveness in the US govt right now.
http://blogs.wsj.com/deals/2010/05/25/mean-street-...
Thoughts?





As always, I'm wary of the
As always, I'm wary of the "group think" mentality of shorting Treasuries. Not saying that its a bad trade, just personally wouldn't do it.
I'm long Treasuries in a BIG
I'm long Treasuries in a BIG way right now, and I find it distasteful for the reasons you mentioned, but I don't see shorting them any time soon. It's a "where the hell else are you gonna go" type situation. You certainly don't put it into equities in this environment (not if you want to keep it, anyway).
ElliotWaveSurfer wrote: As
As always, I'm wary of the "group think" mentality of shorting Treasuries. Not saying that its a bad trade, just personally wouldn't do it.
but u are not wary of the "group think" mentality to go long?
fixed income sux real men do
fixed income sux real men do equities and derivatives and HFT
awp wrote: ElliotWaveSurfer
As always, I'm wary of the "group think" mentality of shorting Treasuries. Not saying that its a bad trade, just personally wouldn't do it.
but u are not wary of the "group think" mentality to go long?
I never said I was long Treasuries
balbasur wrote: fixed income
fixed income sux real men do equities and derivatives and HFT
Troll. Although the pokeman avatar gave that away.