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CS's avatar

Thanks Russell, so when you talk about short TLT what is your time horizon, from now to what price point/time? Thank, C

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Russell Clark's avatar

In some previous post on GLD/TLT I expect we see a rerun of what happened in 1970s. At some point, you get a sell off in bonds driven by rapidly rising commodity prices... So if yields are surpressed, (ie TLT is supported) then I expect commodities to go much higher. Conversely if TLT is allowed to go, then I expect commodities to be more subdued.. So I have a view on GLD/TLT - but not just on TLT...

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