Quoted By:
I call bullshit on this market. I've been accumulating TLT leaps on dips for the past two months because duration is too discounted. Cost of debt is too high for everybody in the world and it will break something.
>Housing market is starting to break
>CRE market is deeply fucked (and with it banks that hold CRE assets,
>unemployment is secretly higher than BLS numbers (and everyone knows it)
>growth needs cheaper access to money
>currency carry trades are destroying other countries that are friendly with USA
I have 75 calls of 16Jan2026 100c TLT.
Fuck everybody I'm holding them until I see 125 TLT or until expiry.
Here's a 10/10 German girl thanks for reading my blog.
>captcha: YASS
