New high in yields by November?

Feb 13

I don't think anyone is expecting this, but I think we're setup for yields to hit new highs this year.

The chart indicates yields are breaking out to the upside again, and this move could be a strong one.

I think we're setting up to see a new high in yields by November topping somewhere between 5.35%-6.40%.

Let's see if it plays out.

Jul 24

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Think we're about to see this move play out

Jul 24

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Bought a shitload of TLT puts and puts on the indices this morning.