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

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

所有跟帖： 

• 問問哈，你買20年UST買哪支？ -楚懷沙- ♀ (0 bytes) () 10/27/2024 postreply 18:32:04

• 可以選coupon4.5%, 4.625, or 4.75% with maturity around 2044+/- -三心三意- ♂ (243 bytes) () 10/27/2024 postreply 18:57:54

• 這種coupon的話convex會低一點哦。你的broker傭金多少呢？ -楚懷沙- ♀ (0 bytes) () 10/27/2024 postreply 19:32:40

• commission is 0 -三心三意- ♂ (515 bytes) () 10/27/2024 postreply 19:56:49

• 如果你當時買的是4%以上的coupon，duration到不了20的 -楚懷沙- ♀ (0 bytes) () 10/27/2024 postreply 20:19:55

• You need to look at 2nd market, look here -三心三意- ♂ (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- ♂ (421 bytes) () 10/27/2024 postreply 20:58:56

• trump trade，老狐狸。 -lanyin0314- ♂ (31 bytes) () 10/27/2024 postreply 18:47:25

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