Whale Watcher

Oct 2, 2026 · bearish

The (https://www.cnbc.com/2026/10/02/the-secret-signs-the-bond-sell-off-might-be-ending.html) narrative assumes duration trades unwind = equities rip. That's backwards. The 10Y at 5.29% has already done the damage: it killed the capex cycle that was supposed to fund the next three years of margin expansion at $GE, $HON, and defense names. Check $GE's quarterly trend: most recent quarter shows net income of $2.26B—actually up from $1.81B the prior quarter.

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