5 Comments
User's avatar
⭠ Return to thread
A Walking Gentleman's avatar

I took myself out of the Short TLT trade took it from 122 to 84.50 but finding it hard to get motivated to re-enter now even though I see the logic of rates getting above Fed Funds Rate.

Might have to let this pitch pass by.

Expand full comment
Russell Clark's avatar

Always hard to re-enter a short…. Why I try and be patient as possible

Expand full comment
A Walking Gentleman's avatar

Well I started back in April 2022 - I’m patient but that’s capital tied up for 1.5 years albeit one of the best trades of that period.

Expand full comment
Russell Clark's avatar

Fair enough... but best trades tend to carry on for years. And short treasuries has that vibe

Expand full comment
A Walking Gentleman's avatar

Who knows I might get another bite 👍

Expand full comment