VGIT

$VGIT chatter on StockTwits

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  rsmracks@rsmracks6h

  $TLT $SGOV $SHY $SCHP $VGIT I just don’t see longer dated bond yields coming down anytime soon. Here’s the scenario if this happens. I’m still saying a bear steepener is coming. 200 basis point spread. FED can’t raise rates. They can’t cut rates either. Hands are tied. Borrowing money isn’t going to get cheaper. For no one. Buckle up. A lot going on right now. What’s your plan?

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  rsmracks@rsmracks2d

  $TLT $VGIT $IGIB $BGT $BND Nobody wants to own bonds, they’re not sexy. Now is the best time in decades to accumulate them. When the lost decade for stocks begins, don’t you know people will say, “I wish I would have held more bonds”. Keep accumulating them, I see long dated yields heading higher and higher. I don’t care what the FED does. Oil loves high yields as well. I got my bond sleeve built up to 24% of my portfolio recently, but took that back to 13% to get my energy positions up to 25% on this pullback. With my miners still sitting at 52% of my portfolio, that’s the sector I will be trimming to accumulate more bond funds. I wanted to be completely allocated properly by July, but it might take a few more months. The bond funds I will maintain long are: VGIT SCHP SGOV I still have BGT, DLY and NUV, but will sell out of those soon. I recently sold BND, BNDX, IGIB, KORP and TLT. There’s a good chance I move back into BND and TLT. I’m watching that 30 year level.

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  VTS@VictorTwits2d

  $DHI $SPY $TOL $VGIT $XHB it’s called supply side economics and it’s not deflationary, it’s just normalizing the housing market Obiden’s crony capitalism destroyed causing mass homelessness; ignore the commies 👇

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  VTS@VictorTwits2d

  $SCHP $SGOV $SPY $TLT $VGIT that’s good news; offshore repo can’t foq is anymore; think !!! it ain’t hard

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  VTS@VictorTwits2d

  $DHI $SPY $TOL $VGIT $XHB That smug gleeful borderline sadistic tone kinda says it all, doesn’t it? No real analysis, no data, no arguments, just plain old FUD that leaves little room to think about real issues 🙄 TDS, you think??

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  rsmracks@rsmracks2d

  $SPY $TOL $DHI $XHB $VGIT Oversupply for new single family homes is official. Underemployment will steadily increase into 2027+ Nothing the FED or Trump can do about it. Unless they start buying MBS’s again at 3% paper. Rollover is coming. Market propped up for the mid term elections. Earnings will be revised down quarterly due to higher input costs with the inability to pass the costs through to the consumer. Recession is here. Stagflation is real and deflation is coming. Get prepared. Those carrying margin debt should really get prepared. It could be a few months away, but who knows? My call for a named recession is still in place for mid 2027. I said several years ago that 2026 would mark the peak in single family construction for this phase of the cycle. A named recession will get dumped on Trump. That 10 year bond isn’t going to move lower, it’s going to move higher. 🤣 https://x.com/kobeissiletter/status/2073222423650984017?s=46

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  rsmracks@rsmracks2d

  $SPY $TLT $SGOV $VGIT $SCHP https://x.com/tavicosta/status/2073095581258715434?s=46 Yes, this does matter. Yields will go higher on longer dated debt. It doesn’t matter what the FED does with short term rates.

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  rsmracks@rsmracks3d

  $SPY $TLT $VGIT $SGOV $SCHP I see this chart one forming a cup in the coming years. Debt won’t get cheaper for the US Government or anyone else. The debt balloon 🎈 is real. Second chart. Yeah, that’s not pretty. 🤣 2000 through 2008 and then off to the races we went into 2026+. It’s not sustainable. We’re not going to grow out of this debt burden. Chart three. In due time, we could see interest expense vs. tax receipts as high as the 1980’s. 50+% You should have started preparing yourselves months ago for The Big Ugly, it’s coming. https://wolfstreet.com/2026/06/30/inflation-nominal-economic-growth-to-the-rescue-the-us-governments-ugly-fiscal-mess/

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  rsmracks@rsmracksJun 26

  $TLT $VGIT $XOP $RIO $SGOV You notice the 30 year bond it’s getting any lower. It’s highly possible the 30 year moves to 6-7% in time. Thats one reason I eliminated my TLT position for now. I don’t care what the FED does or doesn’t do. Long term debt isn’t going to get cheaper anytime soon. With the amount of debt that’s building and governments around the world printing more trash paper, commodities are going to soar. Oil loves high yields. Miners won’t care because of the FCF they will be generating. How does the world think all of this infrastructure buildout is taking place? Commodities of course. Don’t be shaken out by this short term noise and manipulation. Commodities are going to a land far away. Far, far away 👍🍿

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  rsmracks@rsmracksJun 22

  $SGOV $BND $SHY $VGIT $IEI Why have I been accumulating bond funds for months now? When they’re hated, I’m a buyer. That’s the contrarian way. I’ve been reassessing my bond fund sleeve heading into year end. I still believe we’re going to experience a bear steepener. FED rate is currently 3.5-3.75% I think in early to mid 2027 The FED is forced to cut rates. We’re already in a recession. The issue, the 10 year stays in the 4’s and the 30 year moves to 5+% This will actually cause TLT to fall in value. I’m thinking about selling my TLT and moving into VGIT with that money. Then going back into SHY as well. I will keep my SGOV and SCHP. I see stagflation at its finest in 2027-2028. The FED can’t raise rates. The interest on our debt is staggering. Not only does the USA have a problem, but corporations, states, municipalities, small businesses and individuals are trapped. https://x.com/kobeissiletter/status/2069101969197723753?s=46

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  rsmracks@rsmracksApr 13

  $SPY $TLT $BND $VGIT Debt is one thing, but the interest on our countries debt is going to be a problem. A major problem. Either stop overspending or the interest rates have to be lowered. Lower interest rates will fuel inflation. Things are going to break. AI isn’t going to keep it from crumbling. Mid 2027 recession is still my call. https://x.com/kobeissiletter/status/2043116133876990337?s=46

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  Quantlake@QuantLakeMar 30

  EM Sovereign Bonds pulled back 0.55% Friday Rates/FI ETFs Moves: Top 2 (by %): $VGIT +0.14%, $VCSH +0.10% Bottom 2: $EMB -0.55%, $TLT -0.55% Our Data Points To (Intermediate-Term): $VGIT Int. Treasuries: Neutral Momentum - Neutral Sentiment. $VCSH Short Corporate: Neutral Momentum - Neutral Sentiment. $EMB EM Sovereign Bonds: Bearish Momentum - Negative Sentiment. $TLT Long Treasuries: Bearish Momentum - Negative Sentiment.

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  Stocktwits News@StocktwitsNewsMar 27

  Arthur Hayes Says Quantitative Easing Is ‘Almost There’ As MOVE Index Flashes Stress Amid U.S.-Iran War $BTC.X $IEF $TLT $VGIT https://stocktwits.com/news/cryptocurrency/markets/arthur-hayes-says-quantitative-easing-is-almost-there/cZ3HGGYRIlH

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  SuperGreenToday@SuperGreenTodayMar 26

  $VGIT Share Price: $59.28 Contract Selected: Oct 16, 2026 $60 Calls Buy Zone: $0.47 – $0.58 Target Zone: $0.79 – $0.97 Potential Upside: 60% ROI Time to Expiration: 203 Days | Updates via https://fxcapta.com/stockinfo/

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  ....@z0DiAcMar 24

  I've been selling my $SGOV and loading up on $VGIT. $TLT seems too risky for me.

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