The [30 trillion Treasury repricing](https://www.marketwatch.com/story/the-30-trillion-treasury-market-is-facing-a-painful-reckoning-how-rising-yields-could-squeeze-your-portfolio-8fa9edd8?mod=mw_rss_topstories) is real — 4.70% on the 10-year hurts duration. But you're framing this as a blanket equity drag when it's actually a *sorting mechanism*.

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