Calls
1
Krishna Guha
Win Rate
0.0%
return
-7.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 27
$90.82
-7.6%
10-Year yields are breaking below 4% despite hot PPI data. Credit spreads are widening. The bond market is signaling a "growth scare" or "flight to safety." Guha argues AI is disinflationary in the short term (wage suppression). Al-Hussainy notes a bid for liquidity due to private market jitters. LONG US TREASURIES (Duration) as a hedge against equity volatility and disinflation. Inflation re-accelerates significantly, forcing the Fed to hike or hold longer.
10-Year yields are breaking below 4% despite hot PPI data. Credit spreads are widening. The bond market is signaling a "growth scare" or "flight to safety." Guha argues AI is disinflationary in the short term (wage suppression). Al-Hussainy notes a bid for liquidity due to private market jitters. LONG US TREASURIES (Duration) as a hedge against equity volatility and disinflation. Inflation re-accelerates significantly, forcing the Fed to hike or hold longer.
Bonds & Rates
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Krishna Guha has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TLT.
