Archive for October 29th, 2009

U.S. Q3 GDP Growth At 3.5%

U.S. GDP growth for the third quarter came out at 3.5% vs. 3% consensus. Surprise to the upside. Bloomberg story: Economy in U.S. Expands for First Time in More Than a Year . Interesting day ahead, we will see how the (U.S.) markets react

Shorting Long Dated Treasuries

One of my favorite investment themes is shorting the long end of the treasury curve. Something similar (just a institutional version) are playing prominent investors (ex. and current hedge fund managers) like Julian Robertson, Jim Rogers, David Einhorn and others.

 

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