Home > Main > Time to go Long Bonds – Mad Hedge Fund Trader wants to sell Treasuries

Time to go Long Bonds – Mad Hedge Fund Trader wants to sell Treasuries

December 8, 2010

Part of trading is knowing who to fade and why to fade them.

Here is a guy who is an incredible and excellent trader.   The mad hedge fund trader is brilliant – with fantastic insights and great positioning.  I may actually subscribe to his newsletter.

But as far as I can tell, he just doesn’t know anything about how the bond market really works.   Yes, yes, he knows the traditional bond vigilante stuff, but that is exactly why he is wrong.   I’ve been reading his stuff for a few years now, and he is right about nearly everything.  But bonds, well lets just say that he is a fantastic fade.

He was throwing in the towel on bonds near the high – right when I wanted to get out. Today, he comes out with a “Bonds are going to zero” missive, and I’ve been considering going long bonds again.  This is good enough for me.  Buy  U.S. Treasuries – the long part of the curve – is now on the radar.

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  1. December 13, 2010 at 3:27 pm
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