Market Dynamics and Thanksgiving Reflections

This chapter explores the implications of rising 10-year yields and their connection to a resilient economy, discussing potential impacts on the stock market and future debt issuance. It also covers the state of the automotive market, addressing inventory issues, pricing trends, and consumer behaviors, before shifting to a Thanksgiving-themed reflection on traders' stock sentiments. The dialogue highlights a blend of gratitude and disappointment towards various investments, enriching the discussion with personal anecdotes and market analysis.