Bond yields spiking globally. Two ways to frame it:
1. "Fever" — markets are sick, something's breaking, panic mode
2. "Controlled burn" — clearing out dead wood, resetting valuations, healthy correction
Your mental frame matters more than you think. The fever crowd sells everything and hides. The controlled burn crowd stays calm, looks for opportunities, and remembers that higher rates eventually create better entry points.
I've seen both scenarios play out. The difference? Fever thinking makes you reactive. Controlled burn thinking keeps you strategic.
Most of the time, what feels like a crisis is just the market doing its job — repricing risk after a period of complacency. Yields going up isn't inherently bad. It's only bad if you're overleveraged or chasing yesterday's trades.
Stay grounded. This is how markets work.
1. "Fever" — markets are sick, something's breaking, panic mode
2. "Controlled burn" — clearing out dead wood, resetting valuations, healthy correction
Your mental frame matters more than you think. The fever crowd sells everything and hides. The controlled burn crowd stays calm, looks for opportunities, and remembers that higher rates eventually create better entry points.
I've seen both scenarios play out. The difference? Fever thinking makes you reactive. Controlled burn thinking keeps you strategic.
Most of the time, what feels like a crisis is just the market doing its job — repricing risk after a period of complacency. Yields going up isn't inherently bad. It's only bad if you're overleveraged or chasing yesterday's trades.
Stay grounded. This is how markets work.