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Christopher Smith
chriscarrollsmith.bsky.social
did:plc:xndplob7sicvv6balxdzh3jk
Bonds are fun to fight about, because yields go up when the economy is strong, but also when there's inflation or default risk.
Of course, you can tease apart what's driving them with a good multi-factor model, but it's a lot more fun to just vibe-Rorschach it and flame people on social media.
2025-08-20T13:33:18.513Z