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Although this makes a compelling case for bonds more broadly, we should also take into account that the TLT is focused on the very long-end of the yield curve (20+ years).
Source: https://seekingalpha.com/article/4568312-where-is-tlt-etf-headed-2023?source=feed_all_articles
Are you saying that the 20Y bond yield will drop 90-140 basis points and TLT will only appreciate 12% from current?
Ashford Borough Council (ABC) and Tenterden Leisure Centre's operators – Tenterden Leisure Trust (TLT) – have been at loggerheads for months over the continued closure.
How we feeling about TLT and TMF headed into CPI and FOMC?
If you are viewing it for a trade, why buy TLT?
“Investors are enjoying shooting themselves in the foot this year with TLT.
Source: https://www.ft.com/content/a0ff5de0-edea-41f4-b15e-222a2f3824c3
I/we have a beneficial long position in the shares of TLT, XBI either through stock ownership, options, or other derivatives.
The last paragraph leads me to buy near-date expiry TLT calls as GDP may surprise to the downside.