The bubble squeezers are like prophets of doom & gloom. They point directly to the US 30 year Treasury Bond yield blasting to its historic 19 year high at 5.33%.
They argue that expensive debt slows economies & crashes over leveraged accounts. Interest rate is poking the speculative bubble. Their play? Sell the rallies, hoard cash & watch gravity take its prize.
The Yield riders treat bond market panics like seasonal allergies - uncomfortable, temporary & entirely predictable. Every time a hot inflation strikes or geopolitical headlines send yield to multi year peaks, they simply shrug.
They believe in the deep deflationary power of technology & innovation. They don't run away when the market hits red. While the panic sellers get scared, the Yield riders use the pullbacks to buy quality stocks at a deep discount.
I am a Yield rider as I love to buy great stocks at low prices.
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- BerthaAntoinette·18:335.33% on the long bond is already repricing everything. Tech deflation does not magically cancel financing stress, and high rate regimes usually crush multiples harder the longer they stick.LikeReport
- fishhhh·18:33I’m with the deflation-through-innovation camp here. A 5.33% long bond yield feels more like a valuation reset than the endgame, and that’s usually when quality gets interesting.LikeReport