It's so weird that there's a global bond crisis underway and it's just going completely uncommented and unreported.
https://pipe.imwald.eu/0ec2a617d7d3db2c755a7cd284cfc6ad4799f706517ab76c38cd7ff2d777...
I think:
1. Trump’s popularity is at 28%, just before an election. Most voters hate him, so anything that seems bad for Trump is tolerated.
2. All the energy is in AI-related stocks and IPOs, so bond yields are dreadfully dull by comparison.
3. The vast majority of people don’t even know what a bond is.
1. Trump’s popularity is at 28%, just before an election. Most voters hate him, so anything that seems bad for Trump is tolerated.
2. All the energy is in AI-related stocks and IPOs, so bond yields are dreadfully dull by comparison.
3. The vast majority of people don’t even know what a bond is.
2❤️1💯1
