TLT: High Term Premium And Low Credit Spreads Make Long Bonds A Relative Bargain

Core Viewpoint - The article discusses the high yields on long-term Treasuries, attributing them to a high term premium rather than expectations of rising interest rates [1]. Group 1 - The iShares 20+ Year Treasury Bond ETF (TLT) is highlighted as a key investment vehicle reflecting the current market conditions [1]. - The author emphasizes a contrarian investment approach based on Austrian economic theory, focusing on FX, Equities, and Fixed Income [1]. - The author's background includes 15 years of experience in investing and analyzing Asian and Global markets, previously serving as Head of Financial Markets at Fitch Solutions [1].