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Aggressively Neutral

The Compound and Friends

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Decoupling of Growth Stocks and 10-Year Treasury Yields

In the past six months, there has been a decoupling between growth stocks and 10-year treasury yields. While treasury yields have slightly decreased, growth stocks have continued to perform well. This trend, which has been ongoing for over a year, appears to be changing now. Despite the current situation where certain stocks like Nvidia and Apple are driving the trend, it is believed that this decoupling is unsustainable and the two will eventually be recoupled.

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