@rosannainvests · Long TLT

Agree here with my friend @UrbanKaoboy, and the call to make is Bessent, not Warsh. The long end at these levels isn't inflation fear, it's term premium. A fiscal problem priced into duration. A Fed that just hiked can't fix it. Only the issuer can, and the issuer has three

Michael Kao@UrbanKaoboy

Musings of the Day, 10/1/26: TLT looks to me like a capitulation bottom today and I just bought ST calls as a flyer. This just seems massively overdone to me. We are getting to the point where I think Bessent is gonna do a massive intervention imho.

Read asLong TLT

Since the call—

unrankedThe analyst's rank today

Medium · 0.78Confidence

Thu, Oct 1Tweeted

Fri, Oct 2 closeCounted from

2% of the basket · day 14fades out by Nov 12

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#352

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