Jon Turek

Founder, Turek Capital
@jturek18 · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
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Worst Calls
TLT long -4.9%
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TLT ×1
Recent Calls
TLT long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -4.9% Long Return -4.9% Short Return -
Average Return
7d +0.0%
30d -3.1%
90d -6.9%
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TLT iShares ... iShares 20+ Year Tr...
Long
Feb 16
$89.72
-4.9%
The distribution of outcomes for AI is widening (it's either a productivity miracle or an over-investment bubble). The Front End of the US Yield Curve is the best hedge. If AI causes labor displacement (deflation) or if the bubble bursts (recession), the Fed cuts rates aggressively. LONG Front End Treasuries (2-Year). Inflation re-accelerates to 3-4%, forcing the Fed to hold or hike.
The distribution of outcomes for AI is widening (it's either a productivity miracle or an over-investment bubble). The Front End of the US Yield Curve is the best hedge. If AI causes labor displacement (deflation) or if the bubble bursts (recession), the Fed cuts rates aggressively. LONG Front End Treasuries (2-Year). Inflation re-accelerates to 3-4%, forcing the Fed to hold or hike.
Macro
YOUTUBE
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