🚨 The 10 year Treasury touched 5 percent. That is not a bond market story. It is a capital stack story.
Oil is above $100, mortgage rates are pushing back toward and above 7 percent, semiconductors were hit hard Monday, and the Fed begins its two day meeting today. Meanwhile, Michael Dell's family office is leading a $7.7 billion take private, proving once again that sophisticated families are moving beyond passive allocations and directly owning operating platforms. 💰🏗️🤖
Today's GRO Money News gets into the parts that actually matter to capital allocators: why 5 percent Treasuries change real estate underwriting, where hidden leverage is showing up in private credit, what makes an AI data…
The skinny
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