u/BJJblue34

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+0.2%+0.2%
1w111100%+1.1%+1.1%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$TLTr/ValueInvestingDiscussionbullish
u/BJJblue34 · 20d agono track record yet
“Prefers 5-10 year bond maturity currently; would lock in roughly 5%+ yields”

Value of Long Bonds

Long-term US Treasury bonds are attractively priced at current 5.25% yields. Stocks face headwinds from elevated valuations and potential earnings weakness, making treasuries' guaranteed ~5% return and upside from yield compression or lower inflation appealing relative to equities over the next decade.

At post $77.11Now $81.47+5.7% since postedas of Oct 23, 2:45 PM ET
1d—
3d+0.2%
1w+1.1%
1m—
3m—
6m—
1y—
original post →

End of results.