Sell TLT by Nov 20, 2026.

If you are a US investor you can kind of ignore this post because both your income and expenses are inherently tied to the dollar. The pitch is aimed at non-US investors who have a large part of their holdings (50%+) in US/dollar assets. This is a bit of an odd pitch but I think short US TLT is a no-brainer if you live outside the US and have significant US assets. This isn’t a bet against the US economy …