“The 10-year tip now yields 2.92%, Katie… that’s starting to be enough of a yield where I kind of want to own that.”
RA
Rob Armstrong
Unhedged ·
Prof G Markets · CoreWeave Is Imploding - And Taking AI Stocks Down With It
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noted that the 10-year Treasury yield rose from below 4% before the war to 5.25% after the war started
from <4% to 5.25%
“The 10-year tip now yields 2.92%, Katie… that’s starting to be enough of a yield where I kind of want to own that.”
“We spent munitions, I'm sad to say it, but utterly pointlessly, which would have won the war for Ukraine.”
“Since July, the 10-year has gone from something like 4.5% to today… it’s around 5.25% as we speak.”
“He explained… 'as the 10-year becomes more attractive, it becomes much more difficult for these highly indebted neoclouds to raise money' and noted the 15% bond yield”
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