Ackman Says He's Short 30-Year Treasuries as Supply Ramps Up

Discussion in 'Wall St. News' started by ETJ, Aug 3, 2023.

  1. ETJ

    ETJ

    Ackman Says He's Short 30-Year Treasuries as Supply Ramps Up
    Natalie Ching Mun Choy - Bloomberg
    Bill Ackman is making sizable bets on declines for 30-year US Treasuries as a hedge on the impact of higher long-term rates on stocks. Ackman also sees the short as a "high probability" standalone play, the Pershing Square Capital Management founder said in a post on X, the platform formerly known as Twitter. An increasing supply of Treasuries will be needed to fund the current budget deficit, future spending plans and higher refinancing rates, Ackman said. He is making the investment via options, rather than shorting bonds outright.
    /jlne.ws/3YjWof2
     
  2. maxinger

    maxinger

    When did he short it?

    Just today, or a few days / weeks / months / years ago?

    There is a huge difference between shorting it
    today, and a few days / weeks / months / years ago.

    Or is that extremely old news?
     
    Last edited: Aug 3, 2023
  3. Sergio123

    Sergio123

    I've been shorting since late 2020.

    Bond traders kept saying the Fed is going to pivot by the summer of 2023. I didn't believe them.
     
    M.W., Clubber Lang and maxinger like this.
  4. maxinger

    maxinger

    Time for you to educate Ackman.

    Treasuries downtrend started at the end of 2020.
    That was about 3 years ago.
     
  5. mervyn

    mervyn

    No, his motivation is to rally up folks to short so that he can cover, remember he fucked up in nflx trades, not a genius he claims to be.
     
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  6. maxinger

    maxinger

    When OP / people show such videos, there could be hidden agenda.
     
  7. Usually when they declare their positions verbally it's for ulterior motive.
     
    NoahA likes this.
  8. nitrene

    nitrene

    Just like when he was crying on CNBC in March 2020 and claiming the markets were about to collapse and in the meantime he was buying up futures. He is like a real life Gordon Gekko -- a real scumbag.