No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.
US Treasuries face long-end structural selling pressure
The long end of the US Treasury yield curve faces structural upward yield pressure due to unsustainable debt issuance, diminished foreign demand, and hedge fund unwinds.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
- Industrial demand to reprice physical silverCOMMODITY CULTURE
- Silver setup offers better value than goldPALISADES GOLD RADIO
- Bifurcating physical versus paper precious metalsTHOUGHTFUL MONEY
- Physical supply tightness drives structural precious metals bull caseTHE JULIA LA ROCHE SHOW
- Fiscal dominance risks for US debtMACRO MUSINGS WITH DAVID BECKWORTH
- Public inflation intolerance limits dovish pivotsMACRO MUSINGS WITH DAVID BECKWORTH
- Fiscal dominance as the primary independence threatMACRO MUSINGS WITH DAVID BECKWORTH
- Federal debt overhang threatens sovereign stabilityTHOUGHTFUL MONEY
- Sovereign bond sell-off risks global yield curve controlMONETARY MATTERS WITH JACK FARLEY
- Gold accumulation thesis driven by central bank demandMONETARY MATTERS WITH JACK FARLEY
- US Treasuries face long-end structural selling pressure · THIS IDEAMONETARY MATTERS WITH JACK FARLEY
- Gold hedges forced monetization and rising debtMONETARY MATTERS WITH JACK FARLEY
- Equities set to underperform gold long-termMONETARY MATTERS WITH JACK FARLEY
- Monetary expansion makes inflation structuralTHE POMP PODCAST
- Long-end yields elevated by fiscal supplyBLOOMBERG SURVEILLANCE
- Currency debasement supports hard commodity floorPALISADES GOLD RADIO
- Precious and base metal juniors offer extreme valuePALISADES GOLD RADIO
- Gold leads sovereign fiat repricing over TreasuriesWHAT BITCOIN DID
- Fiscal deficits drive structural long-term inflationWEALTHION - BE FINANCIALLY RESILIENT
- Gold bearish only with positive real rates, balanced budgetPLANET MICROCAP PODCAST
- Gold basis signals dollar distrust, not priceTHE JULIA LA ROCHE SHOW
- Major gold producers a 'gift from God'COMMODITY CULTURE
- Silver miners arithmetically attractiveCOMMODITY CULTURE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD