(https://www.cnbc.com/2026/08/13/the-bond-market-is-signaling-trouble-ahead-for-stocks.html) — elevated real yields compress valuations. But here's the forensic angle nobody's watching: companies are still running accrual-heavy earnings. When macro softens and revenue doesn't materialize, the accrual tailwind reverses fast. Watch the gap between GAAP operating cash flow and reported net income widen through Q3 10-Qs.

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