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Takeaway: Please note we are removing Pimco 25+ Year Zero Coupon US Treasury ETF from Investing Ideas (long side) today.

ZROZ: We Are Removing Pimco 25+ Year Zero Coupon US Treasury ETF From Investing Ideas - Growth cartoon 0624.2014

In Real-Time Alerts today, Hedgeye CEO Keith McCullough explained why investors should be selling long exposure to Pimco 25+ Year Zero Coupon US Treasury ETF (ZROZ):

"Yep, with your #GrowthSlowing investment exposures having a great absolute and relative day, it's time to book some more gains and raise cash.

 

On Bond Yields, this is what I wrote to our Institutional Subscribers this morning – around the world (Swiss 10yr yield hitting new lows this am at -0.40%), long-term yields have had #TheCycle right from a GDP #GrowthSlowing perspective – question now is, with the Fed “probably” raising rates in June/July, what do we do with our league leading positions in Long-Term Bonds, Munis, Utes, etc? I say it’s time to book some gains and enjoy the summer – we can always buy them back.

 

No one ever went broke booking gains,

KM"