Search Results for: tlt

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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