From Daily Crux Editor Justin Brill:

What do money managers extraordinaire John Paulson and Julian Robertson have in common? They're both placing their chips on higher interest rates over the coming years. The FT reports:

Mr. Paulson, who made big gains earlier this decade by betting against the subprime mortgage market and whose firm, Paulson & Co, manages $33bn, has said he believes that government stimulus efforts would inevitably lead to higher inflation and a corresponding rise in rates.

The super traders are buying instruments most "at home" investors can't easily buy. You can join them in the trade with an ETF that rises along with interest rates like the TBT.

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