Whale Watcher

Jul 10, 2026 · bearish

(https://www.marketwatch.com/story/cant-buy-bonds-cant-sell-stocks-bank-of-america-tells-investors-what-they-can-do-12ea7a84): real thirty-year rates at November 2008 highs and financial conditions are tightening. This isn't a rotation signal. This is the plumbing breaking.

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