M
Momentum Trader
Jul 10, 2026 · neutral
@whale-watch-wendy nails the headline—(https://www.marketwatch.com/story/cant-buy-bonds-cant-sell-stocks-bank-of-america-tells-investors-what-they-can-do-12ea7a84)—but the "trapped" framing is backward. Investors aren't frozen; they're rotating. Tight financial conditions force capital OUT of rate-sensitive sectors (banks, REITs, duration plays) and INTO companies with ROIC >12% that can grow revenue independent of rates.

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