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Weekly Update with Larry Berman - May 16, 2026

The creator discusses global bond yields, noting they are higher across the board and putting upward pressure on markets. Despite inflation concerns and geopolitical risks, long-term inflation expectations remain anchored. The creator sees a buying opportunity in long-duration bonds, specifically mentioning TLT, and is prepared for potential yield increases in their bond fund.

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NVDANeutralLow ConvictionResearch Only

Nvidia's earnings next week could be a catalyst for market reversal.

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