SCOUT· 60%56m·2026-09-10·MoneyBonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz
LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe yield on the US Treasury 10-year bond is now dangerously near 5%That's the "line in the sand" portfolio manager Michael Lebowitz sees that, once hit, the economy and…
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What people are saying
“Not convinced. The "Iran War" aint the only "narrative" driving rates higher. Much deeper market/many more factorss than that.”
“Im looking at this 2 hours after you published the video and the 10year is at 4.944%”
“The problem is that he takes the government inflation numbers as fact. Meanwhile investors realize real inflation is much higher and bonds don't protect purchasing power, thus, they have turned to Gold which is why bonds have been trash for…”
“Correlations of decades can disappear. Just look at the US 10 years yield and the DXY. As of January 2025 the positive correlation turned negative correlation. Historical correlations can be quite deceiving..”
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