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position
short
William Strong
Thesis
William Strong stated that he is short treasuries, indicating a belief that the current pricing of US treasuries does not reflect the underlying risks associated with US debt.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's unclear whether the thesis regarding US treasuries has played out. The belief that current pricing does not reflect underlying risks could still be valid, but without evidence of price movement or confirmation of the thesis, a definitive judgment cannot be made.
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