TLT functions as a put option on the S&P 500 with positive carry and no time decay, awaiting a catalyst.
Bullish
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David Lin Published Sep 10 · 1 passage
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And that's why I look at a bond market right now. If you look at TLT or bonds is basically it's essentially a a put on the S&P 500 with positive carry, no time decay, and it's just, you know, waiting around for a trigger.
What this channel has said about $TLT
David Lin has 2 calls on this stock; only the adjacent ones are shown.
2026-09-10BullishThis one
And that's why I look at a bond market right now. If you look at TLT or bonds is basically it's essentially a a put on the S&P 500 with positive carry, no time decay, and it's just, you know, waiting around for a trigger.
Direction flip
2026-08-31Bearish
we're going to see you know tips we're going to see uh like TLT long-term bonds continue to be under pressure and move down
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