VGIT

$VGIT chatter on StockTwits

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  rsmracks@rsmracks1d

  $VGIT $SGOV $TLT The bond market is about to teach Bessent some lessons. Look at what Druckenmiller had to say. 🤣 Bessent is going to war with a pocket knife. $SPY $BND

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  rsmracks@rsmracks4d

  $TLT $VGIT $BND $SGOV $SHY What do contrarians do? Accumulate of course. I’m still a huge commodities bull, with current allocation at 85+% between miners and energy, but bond yields keep getting more and more attractive. https://x.com/kobeissiletter/status/2096989871542051008?s=46

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  rsmracks@rsmracks4d

  $TLT $VGIT $VCIT $BND $SGOV I’m getting closer to moving back into accumulating my bond sleeve. I will use SGOV as a cash holder. VGIT is still my intermediate pick. TLT will be used once I believe the long end has peaked. VCIT for my corporate. I obviously won’t time anything perfectly, but that’s why I will be scaling in. Many are saying stay away from bonds, but at age 51 and looking at market evaluations, I don’t see anything wrong with accumulating 30% bond exposure. Even for young people for a period of time, I don’t see anything wrong with it. The large institutions have already came out several years ago stating that bond yields could easily match the returns of the SPY over the next multiple years. I’ve already placed both of my children and wife into a range of short to median term corporate and government debt. Between their accounts they hold BND, BNDX, BGT, DLY, IGIB, KORP, NUV, VGIT, SCHP and SGOV. My primary tickers will be SGOV, VGIT, VCIT and TLT.

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  rsmracks@rsmracks6d

  Commentary | Hedge funds pose greater threat to US Treasuries than China ever did - https://www.reuters.com/commentary/reuters-open-interest/hedge-funds-pose-greater-threat-us-treasuries-than-china-ever-did-mcgeever-2026-09-03/ $TLT $VGIT $SGOV $SHY $BIL

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  rsmracks@rsmracksAug 31

  $SPY $TLT $VGIT $SGOV Borrowing money isn’t going to get any cheaper and time soon. Do you think the 30 year yield can move back to 8-9%? I wouldn’t rule it out. https://x.com/kobeissiletter/status/2094235731757510834?s=46

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  rsmracks@rsmracksAug 30

  $TLT $SGOV $SCHP $VGIT $SHY Here’s a question. Will this cup form? I guarantee you that 9% on the 10 year would shutdown borrowing. Refinancing would collapse. Rolling loans on CRE’s would bankrupt thousands of businesses. Inflation would be gone. Deflation would roar. I’m not suggesting it moves to 9% but 5.5% is highly possible. 30 year to 6.5% Nobody wants to hold debt for less than 5-7% The next few months are going to be interesting. Could see some serious volatility. The VIX sure is quiet lately. Circling back to that 6.5% on the 30 year. The TLT could still flash $66-68 I’m just saying. $82 has been a solid floor, but time will tell. https://wolfstreet.com/2026/08/29/us-government-sold-797-billion-of-treasury-securities-this-week-10-year-treasury-yield-hits-4-73-30-year-yield-5-22/

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  rsmracks@rsmracksAug 25

  $SPY $TLT $VGIT Oh my. https://x.com/ekwufinance/status/2092204379692568671?s=46

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  rsmracks@rsmracksAug 25

  $TLT $VGIT $SGOV $B $RIO The federal government won’t be able to do anything about rising yields. I still believe we see the 30 year touch 6+% Waiting patiently before I begin accumulating TLT again https://x.com/thierryborgeat/status/2091978042285400483?s=46

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  rsmracks@rsmracksAug 25

  $SPY $TLT $BND $VGIT $SHY I see nothing wrong with scaling into bond funds. Even the big banks state that bonds will either outperform or match equities for the next 5-10 years. If you can get 5-6% returns and not take a chance on the SPY selloff, would you want to own some? More people are going to say yes. https://x.com/kobeissiletter/status/2091636094832128172?s=46

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  rsmracks@rsmracksAug 24

  $SPY $TLT $SGOV $VGIT $SHY This about sums it up. “Borrow too much, go broke – that’s what happens on Wall Street. But it doesn’t happen to the federal government. What does happen is higher yields, higher interest payments, and higher inflation until Congress cries uncle and starts dealing with the deficit.” Many people still don’t understand the bond market or simply don’t want to own them. I understand, but I’m definitely going to move back into TLT soon. I will DCA my position. $82 floor looks good and if it does fall to the possible $66-68 level, then I will accumulate more. Getting 5-6% interest isn’t bad. Especially for a 5 year hold. It’s still highly possible that bonds outperform or equally perform equities the next 5-10 years. I’m overweight miners and energy for now, but bonds will begin to fill my portfolio again soon. Bonds are no longer dead. https://wolfstreet.com/2026/08/23/the-bond-market-is-finally-functioning-again-after-14-years-of-financial-repression/

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  rsmracks@rsmracksAug 22

  $TLT $VGIT $SCHP $SGOV $SHY I don’t see 10 to 30 year bonds falling until we’ve officially entered a recession. I still won’t be surprised to see the 30 year move above 6% and 10 year above 5%. “It took the bond market only two days to undo the one-day effect of Bessent’s second hocus-pocus show in August. It had taken the bond market almost two weeks to undo the effect of Bessent’s first hocus-pocus show at the beginning of August. If there is a third hocus-pocus show, the effect may be gone in one day (and we’ll start labeling them Hocus-Pocus 1, Hocus-Pocus 2, etc. to be able to keep track of them”. I’ve been calling for a 200 point basis spread for two years now. It’s coming. Nobody wants to hold trillions in debt for nothing less than 6%. Especially in this inflationary environment. At some point, I will begin scaling back into TLT however. At $82 is solid support. Regardless of it falls to $66-68, we can accumulate and simply wait for what we know is coming. QE

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  rsmracks@rsmracksAug 19

  $TLT $VGIT $B $SCHP $SPY There was a solid floor for the TLT at $82 as mentioned previously. Unfortunately there is another level below it around $66-68 That’s where it was heading, but that got put on hold today with the intervention. Here’s the thing, can they really keep yields from rising long term? I don’t believe so. A truly named recession will be the only way yields back off. There’s too much debt that has to be refinanced or freshly financed. People want paid. My call for a mid 2027 recession remains in place. Let’s use the SPY $850 level. When the collapse occurs, the retracement levels Are $633 and $500 That would be a 25-40% drop. Just saying, don’t think it can’t happen. What’s in your wallet? Got GOLD? https://x.com/kobeissiletter/status/2090136718397911100?s=46

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  rsmracks@rsmracksAug 4

  $TLT $SGOV $SCHP $VGIT $BND Good information from WolfStreet on the bond market for those with more questions. I’m personally one of the people concerned about longer dated bonds, hence the reason I exited my TLT position. It’s undetermined which way the 30 year is going. I personally think it could move to 6+% That would mean the price of TLT could fall to $60-70 I posted my retracement chart the other day. $68 can’t be ruled out. We’re currently sitting on a solid support area around $82 I’m still on the sidelines and only holding a 2.06% position in SCHP currently. I will however eventually scale back my miners positions and transition back to the barbell with 30% position weight to treasuries. TLT VGIT SGOV My SCHP position will be eliminated when I think the 30 year has peaked. Timing won’t be perfect, but that’s the plan. https://wolfstreet.com/2026/08/01/six-years-into-bond-bear-market-30-year-treasury-yield-hits-5-28-yield-curve-steepens-but-spreads-are-still-too-narrow/

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  rsmracks@rsmracksAug 4

  $TLT $SGOV $VGIT $SCHP Where is yield going to go? I’ve moved out of everything in the short term except SCHP. Only a small position. At some point, I will begin building my barbell again. SGOV VGIT TLT And add more to SCHP. It’s getting dicey. Oil says yields go higher. Paper oil could get whipsawed like paper silver did when it ran to $120 earlier this year. I still say WTI is heading to $300 long term. $XOM

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  rsmracks@rsmracksAug 2

  $TLT $SGOV $SCHP $VGIT I’m only holding a small position in SCHP right now. I eliminated my TLT position back at $87+ and took all of my SGOV and VGIT funds to increase my mining positions, I will be looking to begin scaling back into all of them again in the coming months. While I continue to be well overweight miners and energy, as each month passes, I’m going to move back to at least 30% treasuries. If I don’t like what I see in the mining sector soon, I will begin trimming and taking some profits again. My main goal is capital preservation and missing some upside isn’t worth the downside risks. I still believe we get one more strong move for miners into year end. Then, as we move into 2027, energy makes a blow off the top move into a named recession. TLT is getting back into a great accumulation cycle and DCA will work well. SGOV is great for holding cash. SCHP helps with inflation and VGIT catches intermediate levels. No Muni’s or corporate bonds for me by year end.

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