Anybody else short US 30 Bond

Quote from Ronin08:

Told you BONEHEADS ! , the 30yr is going DOWN, you don't listen do you, LOL
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haha. another troll.
you said 2 weeks ago that the bond is going down the next week - so you were wrong.
 
Quote from comintel:

First of all congratulations on being on the right side of the big move today.

However, personally I expect to see the move reversed next week and I bought some more on the close.
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You bought on the close? LOL

BONEHEAD ! Told YOU it was going down two weeks ago YOU DON'T LISTEN , DO YOU !
 
Quote from comintel:

It is certainly possible that the main poster in this thread is right and that a mega up-move in stocks is about to take off. In this case presumably the "smart money" has just switched from long bonds to long stocks. To cover this possibility, I will certainly buy some stock index calls.

However, the big fall in the long bond this past day occurred on very light holiday volume.

Whoever was driving/supporting the market until now may have simply taken the day off. I expect that that "whoever" was the Fed.

Unless there has been a sudden change in game-plan at the Fed and Treasury (which is always possible - maybe related to the change in Administration), they seem to me likely to bid it up again once they are back at work.

Another possibility is that it was speculators who were driving the long "bubble" and that they took profits. There certainly are some big speculators playing this up-move. However, why would they liquidate so suddenly, with little evidence of other liquidation in other markets?

Maybe somebody just wanted the long positions off their books across year-end.

Even if the fall this past day is reversed in the next few days (as I personally expect). it certainly hints that the bubble will burst eventually. " end of quote.

You expect the fall to reverse? LOL ,

BONEHEAD TOLD YOU IT WAS GOING TO FALL HARD, smack you in the head, YOU DON'T LISTEN DO YOU ! !
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Quote from invertedCurve:

However you want to do I would get short here I think it is over, buy puts, sell calls, sell futures. A lot of supply coming in Jan.
P.S. That is if you have not blow out the last month (A lot of firms and people did!) wow! "Bondo" up 23 handles, cash bond up more than that! Two yr yield at 0.725% come on we are not Japan, yet!

Another point Euro up 22 points not good for our Curve.
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pro-style to me!
 
I hear barrons had an article on getting short treasuries..

Once the idea gets mainstream, it'll evoke even more pain.

Not a good sign for the treasury shorts. Watch ZB sell 2 points on monday, then recover 5 the rest of the week.
 
Quote from scriabinop23:

I hear barrons had an article on getting short treasuries..

Once the idea gets mainstream, it'll evoke even more pain.

Not a good sign for the treasury shorts. Watch ZB sell 2 points on monday, then recover 5 the rest of the week.
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Yes the Barrons story says "Get Out Now!."

It is at
http://online.barrons.com/article/S...tml?mod=9_0002_b_this_weeks_magazine_home_top

It even has a video titled "Stay away from Treasury Bonds."

It says:

"A bearish stance toward Treasuries and a bullish one toward the rest of the bond market represents the consensus view."

Hmmm.

Incidentally I wonder if word of this story could have leaked last week and triggered some of the selling...
 
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