TLT
Discussion of TLT focused on whether a sharp rise in yields could produce a short-term consolidation and rebound, versus a broader regime of structurally higher yields. Cameron Dawson said investors were buying the dip through long TLT calls, while warning that the longer-term yield downtrend had ended 2. SPEAKER_01 viewed the long end as reasonably valued but was unwilling to hold TLT calls because any further bond rally may require a growth slowdown or an equity crash, and option premium could decay while tightening filters through the economy 1.
Where the voices land
Nobody took a position this week.
Mentions
2 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Cameron Dawson 1 mention
- Quinn Thompson 1 mention
- Adam Taggart 1 mention
See what your own voices say about TLT, every morning.
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