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SHY

SHY

9 tracked calls · 6 long · 3 short · last 90d: 5L/2S
first called by Forward Guidance 4mo ago
SHYSHYLONG3d ago
“That's why I'm sitting, you know, personally of my liquid net worth nearly 60% in cash, T bills and and gold bullion because I don't know. Um, I've got like a bunch of of, you know, flies flying aroun”
Monetary Matters · The Monetary Matters Network

Hide in short-term Treasuries yielding 4.09% to shield your portfolio from an inevitable geopolitical shock that will shatter this 42x PE market.

SHYSHYLONG@ $80.75
$83.28+3.14%
since call Jul 28
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SHYSHYLONG3w ago
“I don't think the Fed is going to hike in 2026. I am out of step with the bond market in that view. ... My base case is no hikes in 26.”
Wealthion

The Fed will hold rates steady in 2026, contrary to a bond market that is currently pricing in hikes.

SHYSHYLONG@ $81.22
$83.28+2.53%
since call Jul 6
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SHYSHYLONG3w ago
“I think there's a a real potential risk of a policy shakeout um over the course of the next couple of months that kind of freaks out of the market a bit and that's why we're carrying... our duration o”
Thoughtful Money · Adam Taggart | Thoughtful Money®

The looming threat of a 10 to 15% pre-election market correction forces investors to park cash in short-duration bonds to shield their portfolios.

SHYSHYLONG@ $83.07
$83.28+0.25%
since call Jul 3
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SHYSHYSHORT4w ago
“I think that is going to happen in the near term. It's kind of the front end reaction which is this this uh bare flattener where you're getting the short end moving higher.”
Forward Guidance

The Fed slashed its forward guidance word count from 340 to 170, injecting massive volatility into short-end Treasuries and driving front-end yields higher.

SHYSHYSHORT@ $83.48
$83.28+0.24%
since call Jun 29
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SHYSHYLONG1mo ago
“there'll be no cuts this year. Oil prices will come down. … I don't think they cut until we start to see the demand destruction side show up on the economics.”
Thoughtful Money · Lance Roberts

Warsh Fed wont hike or cut; oil-driven inflation fades but no cut without demand destruction

SHYSHYLONG@ $83.71
$83.28-0.51%
since call Jun 20
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SHYSHYSHORT1mo ago
“back March 1st, I called none and done, that we were not going to have any rate cuts.”
Forward Guidance · David Cervantes

Inflation is broadening beyond oil and labor is full; the Fed pivots to hikes, repricing the curve.

SHYSHYSHORT@ $83.52
$83.28+0.28%
since call Jun 3
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SHYSHYLONG2mo ago
“tariffs are, have put upward pressure on inflation, particularly core goods. Now maybe that goes away over the course of the year because tariffs aren't…”
Forward Guidance · Neil Dutta

Tariff core-goods inflation is a one-time shock that fades, reviving front-end disinflation and pulling 1-3Y yields down.

SHYSHYLONG@ $80.79
$83.28+3.08%
since call May 13
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SHYSHYSHORT3mo ago
“when you start to get tightening liquidity, the demand for safe assets goes up … you're poised for a yield curve flattening”
Forward Guidance · Michael Howell

Yield curve bear-flattens by mid-year as falling liquidity lifts safe-asset demand

SHYSHYSHORT@ $81.15
$83.28-2.63%
since call Apr 22
peak +0.9%
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SHYSHYLONG4mo ago
“Probably get a few cuts this year actually as the situation unfolds.”
Forward Guidance · Joseph Wang

Front-end pricing of Fed hikes is offside, Fed will look through oil and likely cut a few times this year

SHYSHYLONG@ $81.97
$83.28+1.60%
since call Mar 27
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