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The Year of the Rug Pull
The Compound and Friends
What's Going to Happen to the Bond Market?
Long term rates are falling and short term is not. I think the biggest question here is what would be the conditions in which yields started to go up again? That brings us back to possibly this stagflationary environment. You know, right now, the 10 years come off 4.3 to 3.5%. And again, we've been talking about this. I think it is reflective of future growth, which speaks to the idea of a recession next year. But they peaked for like, in my opinion, because we have a Fed balance sheet that's eight and a half trillion dollars.
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