Time, at last, to short 30 day?

[phirang]

When the flight from the flight to quality occurs, won't 30 day get hurt the most? Anyone getting puts on the 30 day?

[jtabeb]

When the flight from the flight to quality occurs, won't 30 day get hurt the most? Anyone getting puts on the 30 day?

Dude if you haven't figured out that you are playing with fire (FIRE) on this, well, good night and good luck.

[jk]

When the flight from the flight to quality occurs, won't 30 day get hurt the most? Anyone getting puts on the 30 day?
i would think the long end gets hurt the most. i'm holding puts on tlt, but they're '10 leaps.

[friendly_jacek]

I committed some funds to short TLT and go long inverse bond (TBT and RRPIX) lately (with mixed results so far).

Bill Cara refers to this as "trade of the generation".
It intuitively makes a lot of sense and I've heard a few great analysts to confirm that yields will go up for a number of reasons.

Now, the big question I struggle with is what other assets will do in this environment of raising yields.
I assume equity down, gold up, dollar up? Commodity up/down? Anyone please explain and/or correct?

Also, this would validate the Poom in Ka-Poom, right? (if we manage to survive the Ka?).

[phirang]

Right now, the trade is long !carry_trade.

Once the deleveraging ends, risk aversion will attenuate, and then inflation will become the bigger boogeyman.