After a big sell-off in bond prices of late (and thus the TLT etf), we see the rate of change in that sell-off to be peaking. This is another way of saying that we see bond yields (and inflation) peaking from a rate of change perspective, in the intermediate term. Thus, we are buying the TLT etf.
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I really enjoy the vide on TLT. I’m going too sell a credit spread and see how it works. put credit spread