TMF is a great trade. But, also, you're insane.

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This is stupid because 20Y prices in cuts ahead of time. If theres any hint of inflation going back up slightly even after the first cut then 20Y will go right back to 4.5%+ and TMF will get absolutely dumped.

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I went 90% TLT for that monthly dividend + CCs to juice out return and 10% TMF for that beta

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A recession would help TMF, more rate cuts would increase bond price

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No balls, buy calls Source: owner of one TMF $100 Jan ‘26, but seriously he could have way less money on the line for this blind gamble with 6 TMF long dated calls and then put the rest in index funds.

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OP, this is highly regarded. And I know because I'm in with 300 shares on TMF on an average of 55 usd per unit since same time last year.

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Got it (buying more $TMF).

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got about $9.7K in UBT.   I had like 12K in TMF at like 52 cost basis in july and sold like a dummy because I thought I had time to come back in around the same cost basis.   learning lesson that bond yields are influenced heavily in advance of rate cuts depending on the result on monthly economic data.

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Literally what Iv been doing but without the options part. Loading up on TLT TMF a bit of HYG

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That's a cute rant. I will stick with my $TMF and $SQQQ.

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