TLT iShares 20+ Year Treasury Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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00:47
Jun 04
Jun 04
The author clearly states the current regime favors rising stocks and commodities and short bonds, then frames this as a portfolio to act on.
21:52
Jun 03
Jun 03
Luke Gromen explicitly states he will buy 30-year U.S. Treasuries at 3.5% yields with gold at $20,000, framing it as a proper USD valuation in gold terms.
20:32
Jun 03
Jun 03
Global stocks fell and Treasury yields rose as renewed US-Iran clashes pushed oil near 96 dollars a barrel, raising inflation risks and hawkish Fed expectations.
20:32
Jun 03
Jun 03
Bonds hedge oil spike growth shock
Under significant energy market stress, specifically if oil spikes to $130-150/barrel, the correlation between stocks and bonds will flip. Yields will fall as markets become more concerned about growth, meaning bonds will provide the diversification that has been disappointing so far. Therefore, bonds should be owned as a hedge against an oil-driven growth shock.
MED
20:05
Jun 03
Jun 03
Too early to buy long bonds
US long bond yields are likely to rise further due to strong nominal GDP growth (7-8%) and fiscal pressures, making long-duration Treasuries unattractive. It is too early to buy the long end of the bond market.
HIGH
19:00
Jun 03
Jun 03
Avoid long-term US Treasuries now.
US debt has passed a point of no return, with debt service payments crowding out spending and creating a supply-demand imbalance in the bond market. Long-term bonds have been a bad investment, and real returns are unattractive. The bond market faces pressure from rising long rates relative to short rates, and the only ways out are either higher real returns or financial repression, neither of which makes bonds attractive. Investors should avoid long-term US Treasuries.
HIGH
16:00
Jun 03
Jun 03
The tweet provides a detailed sector and factor rotation analysis with commodity reflation themes but contains no explicit first-person position language or forward directional call, only factual market observations.
13:32
Jun 03
Jun 03
The author warns to avoid bonds again, implying a bearish view on bonds as a repeat of a prior successful simple strategy.
12:54
Jun 03
Jun 03
A large options trade of 15 million dollars targets a rise in the US 10-year yield to 4.7 percent.
11:53
Jun 03
Jun 03
The author describes a fragile macro regime with mechanical flows suppressing volatility but warns that rising oil, tariffs, and inflation data could stress-test the market without making an explicit personal position or forward call.
09:56
Jun 03
Jun 03
Treasuries decline sharply as escalating US-Iran tensions drive oil prices higher, marking the biggest bond drop in over two weeks.
07:35
Jun 03
Jun 03
Short-term yields higher again
In the very short term, yields should be higher again due to strong data (ISM, JOLTS), AI-driven inflationary impulse, and the Iran conflict pushing oil higher. The move is driven by inflation concerns, though the beta to inflation is slightly lower due to stagflation risks.
HIGH
04:56
Jun 03
Jun 03
Long Treasuries on yield decline
The prudent trade is to buy Treasury bonds (long duration) betting that the Iran war will be resolved, which will lower inflation expectations and allow the Fed to cut rates, causing yields to fall. He takes the other side of the bond vigilantes who are selling.
MED
15:52
Jun 02
Jun 02
Bank of America sees rising odds of a US reflation mini-cycle through 2027-2028, favoring tactical yield curve strategies and viewing 10-year yields above 4.4% as attractive entry levels.
14:00
Jun 02
Jun 02
Long Treasuries risky with strong economy.
Long-duration US Treasuries are unattractive because the strong economy (7-8% nominal GDP) and potential Fed rate hike could push yields higher. A 100bp rise in the 10-year would cause a 7% loss, and 30-year a ~20% loss, exceeding the coupon.
HIGH
10:22
Jun 02
Jun 02
Insight Investment is betting on long-term UK bonds after this year's selloff, citing the highest yields in the developed world as sufficient compensation for risks.
10:06
Jun 02
Jun 02
Treasuries hovered near a three-week high ahead of this week's first batch of jobs numbers.
06:18
Jun 02
Jun 02
Benchmark 10-year U.S. Treasury yields drop 4.9 basis points to 4.428 percent, reflecting a decline in borrowing costs.
20:23
Jun 01
Jun 01
Markets remain highly sensitive to Middle East developments with oil rising and Treasury yields moving higher as investors weigh energy price impact on the Fed's rate outlook.
20:01
Jun 01
Jun 01
Bonds, gold, and Bitcoin all experienced declines in a chaotic trading day driven by macro headlines and volatility.
18:53
Jun 01
Jun 01
Brent crude surged about 6.5% toward $97 a barrel and U.S. Treasury yields rose above 4.5% on renewed inflation concerns and increased geopolitical risk.
14:10
Jun 01
Jun 01
The author cryptically references bonds as a source of local funds in reply to a question about gold selling off on negative Iran news, without stating a directional position.
LOW
13:50
Jun 01
Jun 01
Treasuries fell on signs of a roadblock in US-Iran peace negotiations, raising concerns that higher energy costs could stoke inflation and push the Federal Reserve to raise interest rates.
12:07
Jun 01
Jun 01
Nvidia plans to debut a new chip for laptops and desktops to challenge Intel and AMD, while oil bounced from a six-week low amid Iran tensions and Powell warned about Fed stress tests.
11:58
Jun 01
Jun 01
The author warns that the equity rally is dangerously concentrated in 10 names with collapsed skew and systematic selling pressure, but does not state a personal position or explicit forward call.
05:46
Jun 01
Jun 01
U.S. Treasury yields rise as short- and intermediate-term segments lead the move according to the Wall Street Journal.
21:08
May 31
May 31
Buy long-duration Treasuries based on weekly data review supporting a bullish macro outlook for bonds.
LOW
15:10
May 31
May 31
Buy long bonds at high yields
If commodity supply shocks trigger an economic pullback or recession, long-term bond yields will fall. Buying long-term US Treasuries when yields reach the upper fours (around 4.75-5%) offers a good entry point as a hedge and capital appreciation trade.
MED
14:19
May 31
May 31
Author explicitly states “bonds will go up next week” and references the ^move3m index as supporting evidence. If super-rich are deleveraging equities and moving to cash/bonds, short-term bond prices could rise as a safe-haven flow. A tactical long on longer-dated Treasuries (TLT) to capture a potential near-term risk-off bid. Strong economic data or hawkish Fed commentary could reverse bond gains; the $1B flow is too small to matter.
MED
17:40
May 30
May 30
Buy 30-year Treasury at 5%.
At 5% yield, the 30-year Treasury offers 5% carry and potential capital appreciation if the equity bubble bursts and the Fed cuts rates, similar to the dot-com bust.
HIGH
About TLT Analyst Coverage
Buzzberg tracks TLT (iShares 20+ Year Treasury Bond ETF) across 99 sources. 196 bullish vs 108 bearish calls from 347 analysts. Sentiment: predominantly bullish (8%). 1155 total trade ideas tracked.