And Bonds will continue to massively outperform stocks in 2026! $TLT $ZFL.TO

$TLT & https://t.co/U0FvaBIeCa And energy prices will come back down. Macklem is the governor of the bank of Canada. I’m extremely bullish on Canadian long term bond ETFs ($ZFL.TO). Economy is crashing in Canada.

WHY THE OIL SPIKE IS BULLISH FOR $TLT Just saw these two charts on my timeline. The one on top is Crude Oil WTI and the bottom is the U.S. 30-year Treasury. Oil jumped on the Iran headlines but look - by the end of the day it pulled right back down. And right alongside it, the 30-year Treasury yields dropped sharply too. That correlation is exactly what I was hoping to see. This oil spike from the Iran situation feels totally temporary to me, when it resolves yields will follow. This will lead to bond prices rallying (as they move in opposite directions). In the bigger picture, oil is heading lower. China went all in on solar - they added more last year than the whole rest of the world combined - and their oil use actually dropped for the second year in a row. Plus the job market is cooling fast. Look at the recent jobs report from Canada - they just lost over 80,000 jobs in one month and unemployment jumped to 6.7%. The U.S. is seeing weakening too - and heading the same way. When that happens, long-term bonds will rally. So this feels like a real opportunity to accumulate more $TLT while the headlines are noisy. That's my plan - accumulation upon accumation. Long term bond ETF's now making up 64% of my portfolio (up from 60%). $TLT $ZFL.TO

$TLT , $ZFL.TO . $SRPT, $DND.TO all going higher today while my shorts print too $OKLO $IONQ $RGTI $QBTS Subscribe for my complete portfolio.

Canadian long term bonds now make up a significant portion of my portfolio $ZFL.TO

$ZFL.TO Canadian long term bonds will rip in 2026

$ZFL.TO Canadian long term bonds will rip in 2026.

THE ONLY WAY TO BEAT THE STOCK MARKET IN 2026 AND WIN ACCORDING TO LEGENDARY INVESTOR GARY SHILLING Shilling explains: - "If you are trying to beat the game you've got to be against the consensus" - "It doesn't mean that you are simply a contrarian in a sense of .. whatever the consensus is i'm going to take the opposite side, no no, cause theres times the consensus can be right and often is" - "But what it means is, that when you come up with an idea and it is counter to the consensus and you think it's got a good chance of happening, then that's when you want to jump on it with all force" This is exactly what Shilling did in the early 2000s with the housing bubble - and his firm made a fortune by positioning early, before the consensus flipped. My current counter-consensus position - and why I’m committing heavily to it: - Long-duration bonds! - I’ve moved roughly 60% of my portfolio into long-term bond ETFs: $TLT and $ZFL.TO Here’s my logic: - Growth is slowing. Leading indicators continue to soften, which historically precedes rate cuts, not higher-for-longer policy. - When cuts arrive, the long end responds. Duration works in your favor, falling yields translate into outsized price gains for long-dated bonds. - Supply at the long end is extremely limited. Bonds with maturities of 20+ years make up only 1.7% of total annual Treasury issuance. This matters more than most investors realize. - Yields above 5% create systemic stress. Mortgage rates will surge, corporate refinancing costs explode, and federal interest expense accelerates rapidly. - As yields approach 6%, U.S. debt dynamics become increasingly untenable. - Policy response becomes unavoidable. The Fed would not need to buy much duration to bring down long-term yields given how small issuance is at the long end (1.7%). Yield-curve intervention becomes a low-cost, high-impact lever that they can pull! - That’s when $TLT rips! Any explicit or implicit suppression of long-end yields sends $TLT much much higher. This position is the opposite of current consensus. In fact ~26% of publicly available TLT shares are shorted! Most believe inflation stays sticky and long-term yields continue climbing. I’m betting that they don’t, and even if inflation proves stubborn, the Fed still intervenes to protect financial stability. Risk-reward is too hard to ignore for me. Long bonds are trading near multi-decade price lows, with much of the bad news already priced in. And while you wait? You’re paid 4.3% in distributions (monthly) to hold the position. That’s the setup: limited supply, policy backstop, and big upside! Common sense, not crowd consensus. What's your current counter consensus view?

RT @commonsenseplay: Part of my portfolio is heavily exposed to Canadian long-term bonds via $ZFL.TO - essentially the Canadian version of…

Part of my portfolio is heavily exposed to Canadian long-term bonds via $ZFL.TO - essentially the Canadian version of $TLT. Here’s the International Monetary Fund’s projection for Canada: - Real GDP: -4.9% - Unemployment: 9.6% (YES YOU READ THAT CORRECTLY) - Stocks: -33% - House prices: -25% - Wages: -0.5% - Oil: -33% If this scenario plays out - and I believe Canada’s economy cracks faster than the U.S. - long-duration bonds will rip as growth collapses and central bank policy eventually moves to support. That’s why I’m positioned in $ZFL.TO.

My other major bond position: $ZFL.TO It’s essentially the Canadian equivalent of iShares 20+ Year Treasury Bond ETF ( $TLT ) - but for long-duration Canadian government bonds. It’s been quietly pushing higher. The Canadian economy is deteriorating faster than the U.S. - and the cracks are already showing. Today’s inflation data came in cooler than expected, reinforcing the disinflation trend. If that continues it will rip much much higher - Don’t sleep on this one.