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US Treasury Bonds Are The Problem That Will One Day Matter For The US Stock Market

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I just posted a video discussion I had with David Skarica, author or Mega Returns: Profit from Maximum Pessimism, about the financial markets the past few months and trends we are following in 2026.

You can find that video here.

Right now just about everything is in a bull market, with some bullish trends much stronger than others, such as the silver and precious metals bull. However, when it comes to the US stock market there is one big risk I want to point out to you, and that is the US bond market.

The Federal Reserve lowered interest rates three times last year and in the past few months the US Treasury 10-year bond yields have gone UP instead of down.

Here is a chart of the yield.

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