$MU ER next week, $hood sell off was due to trading volumes being low deposits were still at highs, $TLT is my hedge it’ll pay out 10x if thesis plays out, $COIN slowed down on buying BTC but I see one more pump before EOY to 100k will sell out at 285 everything is a bit more calculated then it seems
That TLT play will be a wild ride - a nail biter with respect to yield curve control on the long end. I'm not sure it's going to come that soon, they will only do that as a last resort "solution".
Nah TLT and the ten year yields are screaming. Treasuries are tp now. And being dumped into lower fed rate. That’s a setup for the stag flation.
My take is this is temporary and the t bills will find buyers. Take this chance to buy call for January.
TLT dropped almost 1% overnight. T bills going in the dumpster on the day the fed is supposed to be buying them. I don’t think they are gonna struggle to find sellers.
The bond market tantrum might put a wet blanket on gains today.