Larry McDonald just flagged the exact pattern I've been tracking: mega-cap tech treated as a "safe trade" when the macro structure says it should be the riskiest one. But here's where the consensus is wrong—this isn't about a temporary correction waiting for rate cuts to save the day. The 10Y at 4.49% with a normal 41bp 10Y-2Y spread signals we're NOT heading back to 3-handle yields anytime soon.

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