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He recommends shorting Treasuries. , he is already thinking whether it was worth it!
I agree , that in the future, sooner or later, Treasuries must fall, но в ситуации , когда рынки слабы и FED покупает их вместе с иностранцами, can be lost " pants & quot;, which actually has been going on for a year in Treasury.
And now when the threat of sovereign debts hangs again and the markets fall and the money is hiding in the TREASURE and he recommends shorting it. Counter trend trade.