T-Bonds good value

2022年8月30日

30-year bonds are yielding 3.2%, this is not a bad value if the Fed cuts long term growth, that's why everyone is parking their money here at this level. Now, if they pivot and we enter "stagflation", run away.

Buying TMF (3x TLT) at this level

NFA DYODD

2022年9月17日

註釋

TMF has lost 13% since this post. I traded out and back in recently. Hoping for a bounce here because if not it's game over.

2022年9月22日

註釋

Decent gain in TMF today after FOMC rout. I didn't think the bear channel would go on for so long but maybe it's breakout time.

2022年9月27日

註釋

Hold on tight!