bonds keep going up while equities keep going down, something is going to break soon or has already broken. maybe china is unloading treasuries to spite bessent.

spx bottoms either ~4600 (front-run 4500 level) or 4200, imo

Farcaster-native research: https://paragraph.xyz/@matthewb | prev. Juicebox, Nouns, RAW DAO | casting about coffee, hi-fi, and other rabbit holes

Yields are going up*

Bond prices are falling

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

yeah bond yields not prices, sorry for the lack of clarity