TLT ETF: Bonds Offer Favorable Odds Now (NASDAQ:TLT)

Andres Victorero TLT ETF and inflation data The thesis of this article is pretty straightforward. I will argue that long-term treasury bonds such as those held in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) now provide an asymmetric return/risk profile due to both near-term and longer-term catalysts. The key near-term catalyst is cooler inflation. The…

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TLT ETF: Lessons From Japan’s Bond Cycle (NASDAQ:TLT)

Dragon Claws/iStock via Getty Images TLT, inflation and fiscal sustainability The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) provides investors with exposure to Treasury bonds with extended duration. As pointed out by the TLT ETF’s description (the emphases were added by me), it “seeks to track the investment results of an index composed of U.S….

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Real Yields And Real Returns (NASDAQ:TLT)

urbazon The S&P 500 and Magnificent 7 stocks are expensive and at their all-time highs. We believe inflation will remain stubbornly persistent and not return to a 2% inflation rate this year, resulting in both stocks and bonds losing their appeal due to their duration and interest rate risk. Consequently, we are reallocating from the…

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