Wednesday, March 12, 2008

Going Short

It would be very nice to find an efficient way to short Treasuries. Gotta look into that a bit. I don't know that I have the capital for that kind of trade, but MAN do I think its a short term winner. Negative real rates + dollar devaluation would seem to make this a no-brainer. I think all along the curve there is opportunity, but probably more so at the middle of the curve out to the long end.

Whatcha think?

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