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For Bond Shorts, The Pain Has Only Just Begun
Speculative short positioning in 10Y Treasury futures, according to CFTC, is at its highest since 2007 as traders added to shorts last week. Net positioning in 10Y Treasuries overall is its most short since June as shorts piled on in the last 2 weeks by the most since the Taper Tantrum.
Net positioning
with the last 2 weeks shorts piling on the most since the Taper Tantrum.
Charts: Bloomberg
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Dow will be up big at the close
Just wondering how many margin calls are coming in right about now?
Elsewhere: liberal actor Brad Pitt says he's owned guns since kindergarten! http://tinyurl.com/jvryxft
I'll buy the TBT when 10yr at 1%.
Covered my equity shorts shortly after open. Something doesn't smell right about that opening puke...
Yep. Rip snorter of a bounce would be appropriate right here, though hardly a lock. Closed some options, not long after the close. See if we can get a good re-short entry in the next couple days.
Agreed. Live to fight another day :)
I wonder how many 401k related bond funds were short? Bend over sheeple, the Fed is probing you again.
Bond shorters please proceed to the slaughter haus in an orderly fashion...
The shorts have sharted in the shorts.
Hmmm. I don't know about that the way the USD is imploding right now.
Less USDs mean they buy more stuff.
oh, the pain. fugly and fast...
10 YR back above 2. Gotta believe the Fed was in there selling bond inventory and buying stocks.
The Fed?
Nah, it was me....unloading all the 10yr paper I bought in September between 2.55% and 2.65%.
I'm not kidding.....
PS. But I must admit, it wasn't me buying the equities. Need to see another 40% off before I start nibbling.
I'm rotating out of paper bought in January and moving into energy positions.
Like long WTI?
You should have listened to Econ Matters. You could be fixing to harvest a huge tax loss right now.
Time to close 30Y long.
"Ow my balls!"
said, David Tepper, and every sell side analyst and MSM toady who panders to them.
I wouldn't be a bit surprised to see that Tepper has front-run this shit yet again.
is the last arrow broken?
Don't expect more "QE" - At this point, its easier for the Fed to just step aside and let the global economy collpase. That way, the bankers get to seize all the homes, factories, family businesses, city parks etc across the globe.
Could be but also if the markets crash this time, folks might not be coming back to it.
All the kings horses and all the kinga men.. Couldn't put Humpty together again.
The Criminal Psychopaths will blame the economic meltdown on Ebola, institute Martial Law (FEMA Camps) in order to save the public all while saving their collective asses & buying up what's left of the world economy pennies on the dollar or just outright seize it via Criminal Executive Orders.
Problem, Reaction, Solution. All done by design, all done by Agenda.
Martial law long term would be the best opportunity to separate the fascists/socialists/junta/sheeple M Effers from the even nominally constitutionally oriented people.
not at all far fetched. just get in their shoes and think...
Obola makes the perfect cover. The virus isn't spreading quickly enough. It gives the Criminal Psychopaths more time to gage the public's reaction & more time for the Elite to readjust & plan accordingly. The Psychopaths have historically been very methodical.
if we meet, don't shoot, i could be of great help!
pack of wolves, some day soon...
I really hope Peter Schiff wasn't one of the people shorting treasuries. He can be completely right about the overall economy but still be dead wrong when it comes to predicting how people will react. People don't see gold as safe. They see treasuries as safe. Gold, for most people, is a speculation.
bingo, exacto knife cutting ass right!
They're starting to lose control, some crazy moves happening right now across the board.
As someone said here - Never forget that central planners are masters at backing themselves into corners...
yep ... why they must end QE
aside from taking good collateral off the field of play ... FR owning such a large portion of the long end will mean much greater volatility as large buy/sells are placed.
Hard to plan/hedge when rates are moving all over the place
5 dollars to anyone who can accurately guess the total volume of urine that has gushed out of Heir Yellen's, pantaloons?
10Y already bounced...that didnt take long
hope so ... would like to reload
my core long bet still intact
we'll get to 1% sooner or later ... but hope not too soon ... enjoying the income and hitting my target will mean clearing out
They believed that "rates going up soon" hoax!!!
DEFLATION
Bullshit. Deflation is a fucking myth so long as you have 7+ billion people and growing all competing for the remaining energy and resources to sustain a higher standard of living.
Never been a better time for China to sell "some" of their pile of Treasuries. Convert into "King Dollar" and buy the "barbarous relic" with both monkey hands and feet....
Another first term bailout coming. If there's anything left.
Maybe this is why Gross got out and decide to start afresh? He knew the exit door is too small.