Yields Break Out, the Biggest IPO in History, and Why "Hater" Isn't a Strategy

Reformed Millennials - Learn Earn and Invest · Jun 10, 2026 · 47m

For three years the only question anyone asked me was whether AI is a bubble. Is it real, who wins, what inning are we in. I’ve been saying inning three or four the whole time, and I’ll say it again. But it’s the wrong question, and last Friday’s tape is the reason why.

Here’s the better one. Where is the money actually flowing inside all of this, and what happens to every high-flying name if the bond market becomes the story?

The jobs report nobody wanted

Last Friday the US printed a jobs report that was too good. Stronger hiring, plus upward revisions to the prior two months that pushed the…