Select Page

Today’s Hot Money Moves NOW video is Short the 30-year treasury. In my last video, I talked about how complacent the market seems—but one area where there’s definitely no complacency is the long end of the bond market, especially the 30-year Treasuries. Investors worldwide are worried about rising U.S. deficits, soaring debt interest payments, and Congress’s inability to pass a budget on time. If you want to capitalize on this, one way is to short long-term Treasuries. You could use options, but timing those can be tricky. Instead, I recommend the ProShares Short 20+ Year Treasury ETF (TBF), which moves inversely to long-term Treasury bonds. It’s not cheap (0.95% expense ratio), but it’s up 16.3% in 2024 and has solid momentum with a gain of 6.76% in the last three months. I’m adding TBF to my Volatility Portfolio and my Jubak Picks Portfolio as a hedge against Treasury risks. You may want to wait until the spending bill feels a bit more settled, but I’m jumping in early to track how it plays out.

Here’s the link: https://youtu.be/C6MNGOTqTVU