YieldTheory @YieldTheoryOnX

On a quest to generate yield! https://t.co/JKRr34R8HJ Joined April 2025

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YieldTheory @YieldTheoryOnX

a month ago

An ode to my fellow contrarians.. helpful article to think about these interesting times! Navigating the 2025 Market: Opportunities Amid Uncertainty open.substack.com/pub/yieldtheor… $TLT $BONDS $TMF $UNH $MOH $OSCR $CNC $NVO $ELV

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Lance Roberts @LanceRoberts

4 months ago

For all you #valuation #gurus out there constantly fretting over NOT #investing in #stocks because the are two expensive, well, #bonds are now fundamentally very cheap. h/t @topdowncharts

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YieldTheory @YieldTheoryOnX

4 months ago

To all the bond bulls out there - I've posted another weekly article articulating my conviction: open.substack.com/pub/yieldtheor… $TMF $TLT

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YieldTheory @YieldTheoryOnX

4 months ago

To all you $TLT and $TMF enthusiasts out there--check out my weekly substack post: open.substack.com/pub/yieldtheor… Will bonds rally? Another interesting week in the stock market ahead. CPI on Tuesday, US Retail Sales and PPI on Thursday will move markets!

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YieldTheory @YieldTheoryOnX

4 months ago

Bond have been selling off! I continue to be bullish on bonds and reaffirm my ideas in my most recent substack post: open.substack.com/pub/yieldtheor… $TMF $TLT

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4 months ago

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4 months ago

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YieldTheory @YieldTheoryOnX

4 months ago

Getting very excited about $TMF and $TLT here. I detailed my thoughts and my trade on my substack: yieldtheory.substack.com/p/bonds-best-o…

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