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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated -- Ignore unavailable to you. Want to Upgrade?


To: Slumdog who wrote (22565)5/20/2011 10:08:26 AM
From: Tommaso  Read Replies (1) | Respond to of 119362
 
>>> a good reason not to short anything...<<<

I do make an exception about interest rates. As I have posted before, a number of times, anyone who bets on declining interest rates (or on long term bonds) might as well be betting against the law of gravity.

It may be time for me to learn how to short long treasuries directly; I am actually in TBT and TMV, where you have counterparty risk and also possible "leakage." You also have leverage.

It's hard to imagine the Fed paying anyone to borrow money, though with the 3-month T-Bill far below the inflation rate, I guess they are doing just that.