Tuesday, September 15, 2015

I want to be long Bonds and short Stocks

Everybody you know is bearish of the bond markets, everybody thinks the Bond market is going to collapse........


The trade I want to do is own the Bond market and be short of the stock market. It's a spread trade.


I want to be short of stocks for the next week, 2 weeks, 4 weeks, 5 weeks, I think that's the trade. I think the Fed will probably tighten before the end of the year.