TLT - Long

We bought some earlier near 141 were buying some more here. Chart is setting up for a nice move higher but more importantly the macro tells us growth is slowing, in spite of rate hikes (6+) priced in, the fed will realize raising rates as growth slows would be disastrous and we will probably not get more than 2 and the inflation peak in commodity prices is likely already in. Consequently, we will remain shorting commodities, buying gold on pullbacks, out of equities excapt maybe our existing longs in XLP.

ความคิดเห็น:

Will be buying pullbacks

ความคิดเห็น:

Buying and adding to TLT position.

ความคิดเห็น:

Adding some more TLT here at 134.40