Sunday, May 20, 2012

Bond Fund Managers Are Finally Bullish on Treasuries

"Once burned, bond managers are no longer shy about betting on a new all-time low in 10-year U.S. Treasury yields."
This could be that final topping signal we were looking for. If you look at a chart of the 30 year bond, it has regained the highs that it reached last year, looking like a "double top". Not a good sign that investors are feeling enthusiastic this time.


effmanny said...

Hi CP,

How can a retail investor monitize this. We all know T yields will eventually go up over the next 1-3 years. But talk is cheap if we don't know how to trade that. Any ideas?

Been reading you for 5 years now, thanks for everything.

CP said...


Could just short TLT. Probably the easiest way.