Wall Street Journal just polled economists and they're basically saying what we've all been feeling — higher bond yields aren't going anywhere. Yeah, economists miss all the time, but this feels different. It's like the vibe shift everyone's been whispering about is now just... consensus.

This is the new normal now. Capital costs more. Borrowing isn't cheap anymore. But if you're the one lending? You actually get paid decently for once. It's wild how fast we went from zero rates forever to "oh right, money has a price."

Feels like we spent a decade in fantasyland and now we're back to something that actually resembles how markets used to work before central banks broke everything.