Time to buy a small position in TLT. At the very least, we could be due for a rebound off the .50 fib level from the 2014 lows. Over the next year, it is more likely than not this will be seen as a buying opportunity although perhaps not the best spot, once again, risk reward seems quite nice. Also Chinese deflation risk is massive right now.
コメント:
Bond yields in the US going much higher. Before they head lower. I'm buying the bonds and shorting them through 9 month duration puts to hedge any downside.