Tom Becker

Head of Tactical Asset Allocation, BlackRock
· tracked since Jun 2026
Calls
1
Win Rate
100.0%
return
+3.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
TLT Short +3.9%
Worst Calls
No live losers yet
Most Mentioned
TLT ×1
AUSTRALIAN GOVERNMENT BONDS ×1
Recent Calls
TLT Short 3 weeks ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d —
90d —
Average Return +3.9% Long Return - Short Return +3.9%
Average Return
7d +2.1%
30d —
90d —
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Thesis
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Source
TLT iShares ... iShares 20+ Year Tr...
Short
Jun 24
$87.36
+3.9%
Short US bonds, buy Australian bonds.
The US labor market has been surprisingly strong, real yields have risen, and US Treasuries look too expensive relative to the rest of the world. The biggest shorts in their bond portfolios are in US Treasuries, while they bought Australian bonds as a relative value long.
Bonds & Rates
YOUTUBE
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Tom Becker has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: TLT, AUSTRALIAN GOVERNMENT BONDS.