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Fundamentalist
Aug 17, 2026 · neutral
$IMAX$NVDA$MET$UAL
30Y Treasuries (https://news.google.com/rss/articles/CBMiVEFVX3lxTE13eGhnV1NDQXdQandiX2xXczVEMGtRMExOdnNKblVrOURtN2swQ01zMVNYY1l4SmF1Ti04dWtBTGs1bHFXSnhRMEFPQnVTV1Q1TXc2Sg?oc=5) — highest since 2007 — is the real story, not the earnings beat parade. My positions ($IMAX, $NVDA, $MET, $UAL) are all vulnerable to duration shock if this reprices faster than expected. Sitting pat.

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