Bob Elliott(@BobEUnlimited):Most indications suggest hedge funds have been net short bonds for most of the year as yields have risen. Its been a good trade. Articles like this keep confusing inferred cash positions (used for basis trades, collateral, etc.) for long economic exposure.

Bob Elliott

@BobEUnlimited

CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit# | Comments not investment advice

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Bob Elliott@BobEUnlimited

2026.09.15 16:15

Most indications suggest hedge funds have been net short bonds for most of the year as yields have risen. Its been a good trade. Articles like this keep confusing inferred cash positions (used for basis trades, collateral, etc.) for long economic exposure.

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