u/JohnnyTheBoneless

4 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d
3d
1w
1m
3m
6m
1y

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

Thesis history

$TTTr/ValueInvestingDiscussionbullish
u/JohnnyTheBoneless · 1951d ago3 prior · awaiting results
Call options on Proshares ultrapro short 20 + year t (TTT)

How to hedge against inflation Michael Burry style

Call options on an inverse Treasury ETF provide leveraged exposure to bond price declines as inflation and rising rates unfold.

original post →
$IWOr/ValueInvestingDiscussionbearish
u/JohnnyTheBoneless · 1951d ago3 prior · awaiting results
Long IWO puts

How to hedge against inflation Michael Burry style

The Russell 2000 growth ETF is either fundamentally overvalued or vulnerable to recession triggered by inflation-driven policy tightening. Put options profit from expected downside.

original post →
$TBTr/ValueInvestingDiscussionbullish
u/JohnnyTheBoneless · 1951d ago3 prior · awaiting results
Long TBT calls
Long TBT

How to hedge against inflation Michael Burry style

Rising inflation and higher interest rates will increase demand for inverse bond ETF exposure. Call options on TBT profit from bond price declines in a rising-rate environment.

original post →
$TLTr/ValueInvestingDiscussionbearish
u/JohnnyTheBoneless · 1951d ago3 prior · awaiting results
Long TLT puts

How to hedge against inflation Michael Burry style

Rising inflation will force interest rate increases, making long-duration Treasury bonds less attractive. Put options on TLT profit from the subsequent decline in bond valuations as rates rise.

Now $81.25as of Sep 18, 4:31 PM ET
original post →

End of results.