bond rout coming look out below, page-22

just wondering how you property guys interprate the spike in US 10 year Tbond.?

Haven't done as well as hoped on the speccie stocks over the last 6 odd months. Up about 40% or so, and had to be very nimble with tight stops. Liquidated most holdings in Feb/Mar, bar 3 stocks. Which was a good move cos some got slaughtered.

Anyway, what about those US 10 year Tbonds. Comments ?