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SECTOR ETFTLTIEFBEARISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.

Bond vigilantes return, yields to rise

The case made was that bond vigilantes have reawakened, and yields will continue rising due to inflation, fiscal deficits, and geopolitical risks.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Bond vigilantes return, yields to rise · Zortix