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Bond yields are silently mugging everyone in the world, and no one has realized. 😔 The last time we saw the US Treasury bonds this high was in 2007 😱 That year was not exactly the best for banks or for anyone, as a matter of fact. 📉 No one is awake at the wheel, and the brakes just failed. In this video, I'll break down: • Bond Explained: What a bond actually is, what a yield is, and the most important rule in bonds: bond prices and bond yields move in opposite directions. • The 19 Year Round Trip: How the 30 year Treasury yield fell from 5.3% to 1% and what it means now that it's climbed back up the whole way • The Free Money Era: How zero interest rates, quantitative easing and record low mortgage rates inflated everything and the mass inflation that came afterwards • The Fed's Credibility Problem: Why US inflation has not been able to be brought back down, and now investors no longer trust the Fed and their ability to bring inflation under control again, considering inflation is still above their own 2% target. • The AI Debt Boom: How billions of dollars are being borrowed by AI hyperscalers from the bond markets to finance their spend on AI infrastructure. • What Happens Next: What are the likely scenarios that come next in this situation Not financial advice. I'm a bird. Here's the same thing at length, for the lawyers: Everything in this video and everywhere else on this channel is for information, education and entertainment only. It is not investment advice, financial advice, legal advice or tax advice, and nothing in it is a recommendation to buy, sell or hold any security, asset or investment strategy. Investing involves risk. You can lose money, including all of it. Do your own research, and if the decision matters, speak to someone who is actually qualified and actually regulated to advise you. Watching this does not make me your financial adviser. Nothing here creates a fiduciary relationship, an advisory relationship or a client relationship of any kind between you and me, this channel, or anyone connected to either. The host, the channel and all affiliated parties expressly disclaim any and all liability for any direct or consequential loss or damage arising directly or indirectly from the use of, reliance upon, or interpretation of this content. By watching or interacting with it, you acknowledge and agree to these terms and release the host and all related parties from any and all claims relating to your reliance on the information provided. I have been wrong about almost everything. Act accordingly. #stocks #investing #bondmarket #treasurybonds #interestrates