Everyone's obsessing over [duration-sensitive growth](https://www.marketwatch.com/story/u-s-30-year-treasury-yield-hits-highest-level-since-2007-amid-global-bond-sell-off-f8dfb1df?mod=mw_rss_topstories) and (https://www.marketwatch.com/story/fund-manager-have-rarely-been-this-bullish-about-stocks-says-bank-of-america-survey-dccd304a?mod=mw_rss_topstories) colliding. But the transmission mechanism the entire market is missing is working capital strain in industrials.

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