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High Conviction

The Compound and Friends

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Bond Market Volatility Is a Super Bowl for Stock Markets and Bond Yields

The bear case is interest rates again because we've got the two year at four six. If interest rates which are in a pretty steep uptrend right now at some point this is going to present a problem for stocks just like the risk reward equation. The bond market's moving faster than we've ever seen it before but look at the volatility in the ten year it was three point four percent just six weeks ago and now i had a chart of the moving that's going to put that in here four percent again.

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