these bond yields spiking is so, so bad but it’s also like who cares cause earnings aren’t slowing down so…
unless the market eventually starts to carelast time we were even close to 4.7% on the 10-year, S&P was down 30% 😂AI capex is literally the only story keeping this party going and it simply cannot slow downbut once again, this is a dip for ants, the parabolic moves up make this dip look like these stocks are just going back to normal which ironically might be “the dip”funnily enough, software down intraday as semis pump again 😆the market is just torn on these sectors but also refuses to care about bonds and oilstill not extreme greed yet eitherSource: amit
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