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    • Shorting Treasuries: What's the Rationale?
      Please be advised that since publication, we have researched the PST and TBT trading vehicles are are NO LONGER recommending them as proper vehicles for shorting longer dated treasuries due to their poor correlation to their underlying indexes over time. Instead, we are recommending a straight short of TLT. We have a post coming on this research soon.
      Jan 07 20:11 pm |Rating: +1 0 |Link to Comment |View article
    • The 'Reflation' Top Ten Portfolio
      after just reading up further, we will *no longer* be advocating a long TBT position and will instead advocate a short TLT position as it should replicate the index much better over time. we will be writing a follow up article to our original rationale post. rationale is still the same, just changing the instrument/vehicle to execute it with
      Jan 07 13:36 pm |Rating: +1 0 |Link to Comment |View article
    • The 'Reflation' Top Ten Portfolio