Search: SHORT-TERM GOVERNMENT BONDS

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 13	SHORT-TERM GOVERNMENT BONDS	—	LONG	Andrew Ross Sorkin Co-Anchor, Squawk Box	The 2-year yield dropped to 3.41%. The host explicitly mentioned David Einhorn is "betting on lower short-term rates." The weak CPI print validates the thesis that the Fed will have room to cut rates, which disproportionately benefits short-duration government paper. LONG short-term bonds to align with the smart money (Einhorn) and the immediate deflationary signal. Fed remains hawkish for longer than the market expects.	CNBC Consumer prices rose 2.4% annually in January...
Jan 31	SHORT-TERM GOVERNMENT BONDS	—	LONG	David Fagan Guest	10% allocation to stabilize behavior and facilitate rebalancing (buy low/sell high).	We Study Billionaires Why Simple Investing Wins w/ David Fagan (TIP...