Calls
1
Jon Turek
Founder, Turek Capital
Win Rate
0.0%
return
-6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 16
$89.72
-6.5%
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.
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Jon Turek has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TLT.
