@comfort.capital: There are three ways this economy goes from here. She's betting on number two. Scenario one: inflation doesn't abate and keeps pushing treasury yields higher. Scenario two: we've gone too far, the economy cools, and money runs back into treasuries as the defensive play. Scenario three, the worst case: stagflation, which she does not see as the base case. Her money is on a natural cooling that resets yields, repriced AI, and a more solid foundation to grow from. #BondMarket #Treasuries #Recession #Stagflation #Economy

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Tuesday 10 November 2026 00:47:26 GMT