Search Results for: tlt

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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November 19, 2015 by Dan • Commentary

Yesterday’s price action in U.S. stocks following the release of the October FOMC meeting minutes suggests, at least for now, that equity investors are comfortable with the notion of a rate increase at their Dec …

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September 21, 2015 by Dan • Commentary

In a great interview with the Financial Times, John Burbank of multi-strategy hedge fund Passport Capital this morning explains the reasoning behind his firms large wagers against commodities and emerging markets: Mr Burbank said years of QE had …

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May 15, 2015 by Dan • Commentary

Back on Jan 16th (TLT: No Mr. Bond, I Expect You To Die) I had the following to say about the rally in Treasury Bonds; It is our sense that the U.S. Treasury rally is …

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