Duration risk alert as the rise in 10yrTYs from 3.95% before the war started to 4.33% this morning impact long duration stocks like $Tesla(TSLA.US) $Aerovironment(AVAV.US) and $Palantir Tech(PLTR.US) most. lf brent crude prices stay elevated, higher 10yrTYs persist, and losses may continue. If the war suddenly ends tomorrow, long duration stocks could rise the most.
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