Search Results for: tlt

September 14, 2016 by Dan • Big Printin'

This morning I had some thoughts on interest rates (MorningWord 9/14/16: Basket of Predictables). To recap, I don’t think they are going meaningfully higher anytime soon. Maybe we get back to 2.25% in the 10 …

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June 9, 2016 by Dan • Commentary

On May 20th we laid out out bullish view for U.S. Treasury bonds, expressing it with a Risk Reversal in September expiration (Must Yield to Fedestrians). Here was the trade an rationale: TLT ($130) Buy …

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May 20, 2016 by Dan • Trade Ideas

You know the drill by now, Fed Fund futures went from pricing about a 4% chance of the Fed raising interest rates for the first time since December 2015, and only the second time since …

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May 5, 2016 by Dan • Commentary

Raoul Pal, the founder of the Global Macro Investor, is one of the few guests we have on CNBC’s Fast Money program that connects macro dots back to the stock market in a way that even a monkey …

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February 11, 2016 by CC • Trade Updates

We’ve been for months on RiskReversal that while there’s a lot to avoid in this market, there are a few investment thesis that have a high probability of success in volatile times. Some of these theses can be considered …

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February 2, 2016 by Dan • Trade Updates

Back on January 15th we laid out a bullish case for being long U.S. Treasuries and detailed our bullish trade in the TLT, the iShares 20 year Treasury Bond etf to reflect this view (read: Trade …

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January 15, 2016 by Dan • Trade Ideas

Yesterday in my MorningWord (Skyfall for Treasury Yields?) I offered my take on the prior night Fast Money guest Raoul Pal‘s view U.S Treasury yields were likely to go lower over the course of the next year, …

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