I will be traveling and meeting extensively over the next couple of days, so you can expect the frequency of my posts to go way down. Hopefully we won't wind up with the 1,000-comments-per-post that xTrends gets, but consider yourself warned.
I'll do a post a little later, but for now I'd just like to thank Gary Savage and the readers here in general for turning me on to shorting bonds. I bought a bunch of TLT puts last week, and they are doing fantastically well. Here's a chart of TLT:
This was truly "the last bubble", and I imagine Barron's cover story on being bearish on bonds helped a lot today.