Long Treasuries (TLT) on The Desk

Every Tuesday Target write-up on Long Treasuries (TLT), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  Long Treasuries (TLT): Exhausted Sellers, Capped Rallies

  18 August 2026 · Tuesday Target 34/52

  How AI borrowing crowds the Treasury market, why exhausted bond bears leave TLT range-bound, and what that means for options premium.
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  Long Treasuries (TLT): Why the Crowded Lifeboat Sinks First

  7 July 2026 · Tuesday Target 28/52

  Long Treasuries (TLT) and the disinflation case behind a crowded Fed-hike consensus: wages, oil, Warsh's Fed and what options traders misprice.