(https://www.marketwatch.com/story/this-chart-shows-exactly-why-investors-should-worry-about-rising-yields-even-if-they-dont-own-any-bonds-075b93c0?mod=mw_rss_topstories) are the real story today — not because bonds are getting crushed, but because the discount rate on tech's future cash flows just jumped. AAPL trades at ROIC with in annual free cash flow, but a 50-100bp yield spike deleverages that quality almost instantly.

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