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Bonds are going on tilt. How to play them, says Mike Khouw
Source: CNBC
Interest Rates & YieldsFutures & OptionsDerivatives & VolatilityMarket Technicals & FlowsInvestor Sentiment & Positioning
Mike Khouw argues that options-market positioning signals potential pressure on asset prices if interest-rate risks materialize, invoking Warren Buffett's view that rates act as gravity on valuations. The article provides no specific options levels, rate forecasts, or named assets, but its core message is a cautious warning of downside valuation risk.
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