I haven't had an independent thought in years. However, if rates could be rushed up to about 2.5% from the present 1.5% level, the fed would be happy. So bet on this , and trust this bull will not die easy and the fed will get to that level easy as well. So, sell the rally ( what rally?) in fed funds to ZT . I would not bet on inflation and short bonds IMO. Go with the fed. Stay away from pie in the sky hyper this or that.IMO.