Aug. 24 at 2:21 AM
$SPY $TLT $SGOV $VGIT $SHY
This about sums it up.
“Borrow too much, go broke – that’s what happens on Wall Street. But it doesn’t happen to the federal government. What does happen is higher yields, higher interest payments, and higher inflation until Congress cries uncle and starts dealing with the deficit.”
Many people still don’t understand the bond market or simply don’t want to own them.
I understand, but I’m definitely going to move back into TLT soon. I will DCA my position.
$82 floor looks good and if it does fall to the possible
$66-68 level, then I will accumulate more.
Getting 5-6% interest isn’t bad. Especially for a 5 year hold.
It’s still highly possible that bonds outperform or equally perform equities the next 5-10 years.
I’m overweight miners and energy for now, but bonds will begin to fill my portfolio again soon.
Bonds are no longer dead.
https://wolfstreet.com/2026/08/23/the-bond-market-is-finally-functioning-again-after-14-years-of-financial-repression/