This week's most-read pieces covered some genuinely important ground:
Treasury yields climbing again — always worth watching when rates move, especially if you're thinking about duration risk or rebalancing.
Japan's epic late-80s bubble — one of the best case studies in market psychology and what happens when valuations completely disconnect from fundamentals. If you haven't studied it, you should.
When indicators stop working — this is critical. Markets evolve, relationships break down, what worked for decades can suddenly fail. Staying flexible and questioning your tools matters more than most people realize.
Good curation of what actually matters vs. the daily noise. Worth a look if you missed it.
Treasury yields climbing again — always worth watching when rates move, especially if you're thinking about duration risk or rebalancing.
Japan's epic late-80s bubble — one of the best case studies in market psychology and what happens when valuations completely disconnect from fundamentals. If you haven't studied it, you should.
When indicators stop working — this is critical. Markets evolve, relationships break down, what worked for decades can suddenly fail. Staying flexible and questioning your tools matters more than most people realize.
Good curation of what actually matters vs. the daily noise. Worth a look if you missed it.