TLT

[jonnyfrank]

Wow....anyone buying any of this TLT or bonds at this point? How far down can she go, captain?

[bpcw]

Wow....anyone buying any of this TLT or bonds at this point? How far down can she go, captain?

IMO a big positive divergence on the monthly MAC to price, and increasing volume so probably strong hands bottom feeding. Can never know the exact bottom but a lot of people holding off because they fear it going down more are going to regret it, and probably won't start buying until price has taken off and the fomo effect will take hold.

If you're buying in lots then only patience is required as Sol repeats so often. Of course this is all based upon not buying geared instruments or on margin etc.

[jonnyfrank]

I am going to buy some more. It simply seems like something needs to give here.

[MarkD]

I have a larger than normal allotment as I shifted away from ST (BIL) to LT (TLT). Average at 91 and looking to add just one last lot, then hang on for the rebound. Don't know if $125 can be had but $100 should be a reasonable target to hit imo after the FED blinks. Then I will reassesss.

With regard to excess funds for investment, looking at large cap value and small cap mutual funds.

[djanderle]

TLT reminds me of the movie "The Big Short" where it took 2-years to break.
You know it's ripe, but the PTB's may keep this in place for awhile. For options should we start looking at 2026?

[SOL]

TLT reminds me of the movie "The Big Short" where it took 2-years to break.
You know it's ripe, but the PTB's may keep this in place for awhile. For options should we start looking at 2026?

In the past, we used to focus on "Polarisation" as the main theme in the global and geopolitical arena. But now, things have changed, and perhaps it's time to add "extreme market moves" to the equation. From a different angle, one could Think of extreme market moves as an extension of the ongoing war of polarisation. This means that when a market experiences a huge push in one direction, the rebound will be equally intense in the opposite direction.

Two examples come to mind, Palladium and Bonds.

Regarding options, here's a simple rule: More time premium is usually a good thing.