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Published 29 Aug 2026, 20:34 UTC · fetched 3 Nov 2026, 13:35 UTC
Joe McCann
@joemccann
When everyone is crying about higher yields, I take the other side of the trade. 4 week Treasury Portfolio Manager positioning has been underweight since May and just turned neutral this past week. Bottom? $TLT https://t.co/WLDQMKkxqeView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
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