Search Results for: tlt

September 16, 2019 by Dan • FREE ACCESS

In early August (TLT: Bonds, Shaken and Stirred), for the second time this year, I updated my thoughts and bearish positioning via the options market on long term Treasury yields via the TLT, the iShares …

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August 5, 2019 by Dan • Trade Updates

Since early Spring it has been my view that U.S. Treasuries would remain the beneficiary from the ongoing trade war with China: This from March 6th (Bonds Shaken, Not Yet Stirred): Its been my view …

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May 28, 2019 by Dan • Trade Updates

Back in early March, (Bonds Shaken, Not Yet Stirred) I made the case that U.S. Treasury Yields were about to take another leg lower: Its been my view for years as the Fed ended quantitative easing …

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March 6, 2019 by Dan • Trade Ideas

Yesterday on CNBC, hedge fund manager Kyle Bass of Hayman Capital in an interview with Brian Sullivan warned that the likelihood that the U.S. avoids a recession in 2019 as Europe and Asia appear headed …

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September 20, 2018 by Dan • Trade Ideas

Next week the Federal Reserve will meet on September 26th where they are widely expected to raise Fed Funds to a range of 2 – 2.25%, followed by a decent likelihood of one more rate increase …

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March 15, 2018 by CC • Trade Updates

In late February we checked in on TLT (the 30 year bond etf) following comments by bond king Jeffrey Gundlach that the 10 year treasury yield was in the process of breaking its long term …

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February 23, 2018 by Dan • Trade Ideas

I am listening to a great discussion on CNBC between the Halftime Report’s Host Scott Wapner and Doubline Capital’s Jeffrey Gundlach, watch here: Jeffrey, nick-named the Bond King has been calling for higher Treasury yields, …

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November 17, 2017 by CC • Trade Ideas

Fed Fund futures are pricing a near certain chance that the Federal Reserve will raise short-term interest rates to a range of 1.25% to 1.5% at their December 13th meeting, this after they have already signaled …

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September 19, 2017 by Dan • Trade Ideas

Tomorrow the Federal Reserve will meet in their third to last meeting of the year. Fed Fund futures are implying about a zero percent chance of a raise tomorrow or at their November 1st meeting …

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June 6, 2017 by CC • Trade Updates

In late March, as the U.S. 20 year Treasury Bond etf (TLT) bounced off of 52-week lows, after a 9 month, nearly 20% peak to trough decline, we took a bullish view, looking for a possibly …

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