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2026-09-25 13:10:50 UTC

sourcenode on Nostr: Interesting to see major issues surfacing in the bond market and everyone is going ...

Interesting to see major issues surfacing in the bond market and everyone is going about business as usual.

It took me many years of podcasts to even grasp the elementary machanics of bonds so it's not surprising people aren't talking about it, but it looks bad.

Most default to seeing them as a "risk free rate" There's no such thing.