This current admin’s sold put is not on SPY. It’s on TLT

@nequalonetrader I like the focus on 10s but the main reason is now concerns about the economy. academysecurities.com/macro-strategy…

I think they can get to 250B maybe 500…. Not more. Though. Top end is most likely 300B max. Then lower short term rates, get Interest expense down. You can see a path for the deficit to gdp to narrow. That could equal a 10yr of 3.5-4% …… $TLT But TLT won’t drop unless it thinks growth is slowing as well.

@nequalonetrader @OptsMillionaire

@nequalonetrader That's nice. Meanwhile they need actual pain to achieve lower yields.

@nequalonetrader Congress passes spending legislation- not Musk. And they haven’t cut a penny

@nequalonetrader Maybe time to buy back my TLT got a some cash rolling in @RSchoales

@nequalonetrader It's all lip service until trump proposes massive budget cuts

@nequalonetrader @Geiger_Capital copied your tweet

@nequalonetrader $TLT hasnt bottomed yet. Let the 10 yr yield rise way above 5% first.

@nequalonetrader Exactly