Quote from bwolinsky:
This is not the case, because QE is over with, and we had our first bid to cover in treasuries above 3.5, and that is the first sign the inflation is over to be followed by significantly higher interest rates.
just curious; don't know how old you are and how long you've been around the markets, but have you ever been "wrong?" From reading your stuff you are way too over-confident, if not borderline arrogant. Why is that? I always thought humility was part of the character of really good traders; at least the ones I have known here in Chicago; not that they we not uber-confident as well. I learned the 'hard-way' to be humble when involved in trading the financial markets.
regards,
