---
title: "⭐️ Community Spotlight | The Last Sub-5% Yield Is Three Years Out"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000914062.md"
description: "The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow."
datetime: "2026-09-25T07:05:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000914062.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000914062.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000914062.md)
author: "[Captain Leo](https://longbridge.com/en/profiles/2070106138627633152.md)"
generator: "portal-rs"
---

# ⭐️ Community Spotlight | The Last Sub-5% Yield Is Three Years Out

Welcome back! The long end broke this week — the 30-year went to a level it hasn't touched since 2004, and everything priced off it had to queue up again. Members spent the week working out what that does to REITs, to gold, and to a payout they thought was safe. 📊

## **The Long End Broke — And Everything Behind It Reprices**

@LazyCat · [*Where sub-5% actually ends now*](https://longbridge.com/topics/100000000913687?channel=WHAB0001)

@Fattycat · [*S-REITs: the end, or another cycle*](https://longbridge.com/topics/100000000910457?channel=WHAB0001)

@ももさん · [*What the repricing cost one holder*](https://longbridge.com/topics/100000000907688?channel=WHAB0001)

@Heroic Lifesaver · [*Why he isn't treating gold as a rate proxy*](https://longbridge.com/topics/100000000912421?channel=WHAB0001)

## **One SanDisk, Three Different Places to Stand**

![One SanDisk, Three Different Places to Stand](https://pub.pbkrs.com/cms/2026/0/yEm6oTZ9aUDXrp71c7idJ7ZG4iGL8uof.jpg?x-oss-process=style/lg)

@SCM · [*Bullish, but not expecting a smooth road*](https://longbridge.com/topics/100000000906989?channel=WHAB0001)

@koolgal · [*Running with the bulls, standing near the exit*](https://longbridge.com/topics/100000000910674?channel=WHAB0001)

@Shyon · [*Why a higher target price isn't a reason to buy*](https://longbridge.com/topics/100000000910426?channel=WHAB0001)

## **🇸🇬 The Payout Looks Good. Does the Cash Flow Agree?**

@TheInvestingIguana · [*The S$1.1 billion question behind Venture's dividend raise*](https://longbridge.com/topics/100000000907564?channel=WHAB0001)

@FaithAnchor · [*Keppel Infrastructure Trust, and the oil story that isn't one*](https://longbridge.com/topics/100000000908631?channel=WHAB0001)

@Dacai · [*Suntec selling Australia to get under 40%*](https://longbridge.com/topics/100000000908992?channel=WHAB0001)

💬 Drop your thoughts on any thread to earn **88 Task Coins**.

✍️ Every post here was picked from the daily feed — no sign-up, no application. Six posts a day go to the [**Star Creator Program**](https://longbridge.com/topics/100000000898924?channel=WHAB0001), and the best of them end up in this Spotlight. Write your own read, tag a stock, and you're already in it. 🎁

### Related Stocks

- [V03.SG](https://longbridge.com/en/quote/V03.SG.md)
- [USO.US](https://longbridge.com/en/quote/USO.US.md)
- [T82U.SG](https://longbridge.com/en/quote/T82U.SG.md)
- [GLD.US](https://longbridge.com/en/quote/GLD.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (295)

- **NewUser_HWAg1 · 2026-09-27T15:22:44.000Z**: I stand with the wheel strategy
- **ZJJJJJJ · 2026-09-27T14:54:36.000Z**: nice advices
- **GEC4hR · 2026-09-27T14:17:06.000Z**: wait and see approach
- **jOVISH · 2026-09-27T13:48:03.000Z**: .
- **MingRu · 2026-09-27T13:37:27.000Z**: SanDisk’s AI-driven NAND demand, pricing power and data-center growth remain strong, but valuation and cyclical memory risks warrant caution.
- **Jonathan_LKT · 2026-09-27T13:25:11.000Z**: Sure
- **Lance · 2026-09-27T13:12:28.000Z**: Yan Tao's analysis is spot on, seize the opportunity.
- **ken wong · 2026-09-27T12:55:52.000Z**: Good advice. Thanks for sharing
- **NewUser_5JaG2B · 2026-09-27T12:26:06.000Z**: Long break and still standing strong even after oil prices goes up, but wander how long it takes to continue this trend. Hope got more plans as fed up rate.
- **NewUser_ufobvAf · 2026-09-27T12:00:18.000Z**: Ok
- **trade carefully  · 2026-09-27T09:59:54.000Z**: I will sell all my stocks,  then buy gold
- **win win · 2026-09-27T09:54:17.000Z**: If the bond return keeps going up, the stock market could be a problem
- **Wongers · 2026-09-27T09:52:09.000Z**: amazing 🤯
- **agnes su · 2026-09-27T09:44:34.000Z**: GreatThanks
- **Helen72 · 2026-09-27T09:07:49.000Z**: Dynamically adjust the overall position size and cash ratio. In a high-interest-rate era, "cash is also an asset" and can yield decent returns. If possible, keep the total allocation to US equity assets below 50%–60%.
- **MaestroSage · 2026-09-27T07:24:01.000Z**: Analysis is well crafted and good to know. Very insightful article and foresight.
- **NewUser_BCP · 2026-09-27T05:59:59.000Z**: Wow
- **Mango · 2026-09-27T05:24:25.000Z**: wow 😲
- **AetherCore · 2026-09-27T05:23:45.000Z**: Awesome


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**