“Bonds keep getting hammered as inflation runs above 3.5 and soon over 4 percent, with no real relief until late this year and yields heading toward 5.”
“I unloaded a bunch of TLT puts this week that I had from weeks ago. It's Short bonds was probably my highest conviction trade over the last few weeks just because the persistent inflation prints above 3.5% and soon to be above 4%”
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