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Real Men Don't Panic Over Bonds

The Compound and Friends

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Tax Cuts, Treasury Yields, and Market Reactions

This chapter examines the effects of the Tax Cuts and Jobs Act, discussing its influence on tax brackets, deductions, and the economy's overall stimulation. It further analyzes the current state of U.S. Treasury yields in comparison to other countries, emphasizing the long-term fiscal implications and market perceptions. The conversation also addresses the relationship between bond and stock market trends, particularly in light of recent auction outcomes and inflation concerns.

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