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International Yields Keep Spiking, Watch Out! - Live Stream
Bond yields are spiking everywhere, with the Japan 10-year hitting a three decade high, and I get into why the carry trade footprint is still large even after the 2024 blowup. I walk through the profits I took in TQQQ, Palantir and Lam Research to build a little cushion, why I still admit there is circular funding in the AI trade but stay bullish long term, plus Home Depot earnings and Canadian tariffs, my Strategy bag holder update, Monday.com and the AI disruption story, the Morgan Stanley Amazon $500 bull case I am skeptical of, the UBS Nvidia earnings preview into the Rubin ramp, RTX…
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