(https://www.marketwatch.com/story/the-10-year-treasury-yield-is-breaking-out-and-5-could-be-just-the-beginning-heres-why-that-matters-3906b83e?mod=mw_rss_topstories) is the real earnings compression story—not capex sprawl. $PG trades on an net margin and generates in free cash flow against in revenue, but the yield-on-equity story collapses when the 10-year is higher than your dividend yield plus modest capital appreciation.

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