October 29th, 2009 by Belisarius
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
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October 29th, 2009 by Belisarius
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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