rsmracks
$TLT
I’m not so sure the TLT has bottomed?
I see one more move higher for yields as we move into 2027.
I could be wrong, but I believe the $SPY makes one more blow off the top move into Q1 2027 and then refinancing /debt loads apply pressure to yields.
The TLT could still experience a sudden drop back to the $66-68 range.
It could, not saying it will.
Regardless, if TLT is slowly accumulated for the next 6 months, the yield will be strong and price appreciation will come as The FED is forced to cut rates in the back half of 2027.
$VGIT is my other ticker that I will eventually begin scaling into.
$SGOV will be my first place to park cash as I scale back my leveraged positions and overweight commodities portfolio.
Like I mentioned, watch for a retest of the recent low on TLT. Let’s see if it holds.
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