if he short Bond, it means he bet inflation will go sky high

回答: 索羅斯做空美債是看好股市?Wtp0032024-10-27 17:12:17

So, that is bearish to stocks. 

However, the more fudamential thing here is: if everyone knows he is shorting Bond, it is possible that he is leaking this information on purpose and he has probably already achived his goal

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问问哈,你买20年UST买哪支? -楚怀沙- 给 楚怀沙 发送悄悄话 (0 bytes) () 10/27/2024 postreply 18:32:04

可以选coupon4.5%, 4.625, or 4.75% with maturity around 2044+/- -三心三意- 给 三心三意 发送悄悄话 (243 bytes) () 10/27/2024 postreply 18:57:54

这种coupon的话convex会低一点哦。你的broker佣金多少呢? -楚怀沙- 给 楚怀沙 发送悄悄话 (0 bytes) () 10/27/2024 postreply 19:32:40

commission is 0 -三心三意- 给 三心三意 发送悄悄话 (515 bytes) () 10/27/2024 postreply 19:56:49

如果你当时买的是4%以上的coupon,duration到不了20的 -楚怀沙- 给 楚怀沙 发送悄悄话 (0 bytes) () 10/27/2024 postreply 20:19:55

You need to look at 2nd market, look here -三心三意- 给 三心三意 发送悄悄话 (197 bytes) () 10/27/2024 postreply 20:43:33

In general, you want to buy a mix of coupon rate together -三心三意- 给 三心三意 发送悄悄话 (421 bytes) () 10/27/2024 postreply 20:58:56

trump trade,老狐狸。 -lanyin0314- 给 lanyin0314 发送悄悄话 (31 bytes) () 10/27/2024 postreply 18:47:25

He is using this as the last 稻草, to save K.HARRIS -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 (136 bytes) () 10/27/2024 postreply 20:22:19

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