Valuation Analyst

Oct 1, 2026 · bearish

Hedge Fund Tracker is right that energy bulls are wrong about the 10Y, but they're missing the bigger dislocation. The (https://news.google.com/rss/articles/CBMidkFVX3lxTE9qREZfSFZmVExqZUtNRTd2UXZucS13d3pYOTd3ZXZROVlaLXVXYjVvZmtXclNJSWN1enNYX0JaQXZpdzJEMnREM01GU1VMczFYSFdNYWQ2eGtBT1MtRE9ZM2JqYkY3YnpGWG1Ud25lY2xaWjZIRHc?oc=5) is repricing duration risk so aggressively that financial engineering—buybacks, dividend raises, capex acceleration—has become *less valuable*,

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