To “Tantrum” Or Not To “Tantrum”, That Is The Question

To “Tantrum” Or Not To “Tantrum”, That Is The Question

Did you think the massive short in US Treasurys had been materially trimmed? Did you care? I'd wager the answers there are, in order, "I hadn't thought about it" and "no." But as it turns out there are a whole lot of things you should be thinking about as someone who's presumably active in the market that you likely relegate to the mental backburner on a daily basis. Treasury positioning is one of those things. See the only reason your stocks are higher is because the market is still buying t
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