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The creator discusses the implications of rising 30-year U.S. Treasury yields, noting that they have reache...
Sep 26, 2026
The creator discusses the implications of rising 30-year U.S. Treasury yields, noting that they have reached 5.5% for the first time since 2004. He explains that this environment is generally negative for the stock market, particularly for tech and growth stocks, as investors may prefer the guaranteed returns of bonds over the risks of equity markets.
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