Krishna Guha

@KrishnaRSGuha · tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
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TLT long -6.1%
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TLT ×1
Recent Calls
TLT long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -6.1% Long Return -6.1% Short Return -
Average Return
7d -2.6%
30d -4.4%
90d -5.6%
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TLT iShares ... iShares 20+ Year Tr...
Long
Feb 27
$90.82
-6.1%
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.
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