okay starting to get convinced that i need to get long bonds across the board.
rates really are just gonna go to 0 again
this was all really just transitory and it's back to regularly scheduled programming the past 30 years or so for rates
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meh upside isn't that big right? might be good but idk seems like you're not getting super amazing odds on it?
Treasury Futs are super collateral efficient *if* you do have a huge directional edge
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i guess its less of a trade idea than a reflection on macro environment (i.e., i dont think its the most +EV trade, and wont literally put whole portfolio long bonds, just that i think rates really will just magnet back to 0 within the next 2-3 years
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This is why max levered long bonds is the world’s greatest trade
