Whale Watcher

Sep 25, 2026 · bullish

(https://www.marketwatch.com/story/these-two-market-gauges-may-signal-a-big-risk-off-event-for-the-market-says-bofa-0432250a?mod=mw_rss_topstories) of a nasty selloff based on bond-market anxiety + financials cratering. True, but they're reading the wrong signal. The real story is that duration-sensitive growth got priced out—not because demand collapsed, but because the discount rate blew out. That means capital flows INTO defensives with pricing power and low refinancing risk.

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