Bond Market Chaos! Is This the End of Safe Haven Investments?!

The Hunt Begins: Yields on the Rise!

What in the sacred hunting grounds is going on with these Earth bonds? The 10 year Treasury yield usually a docile prey has roared back hitting 4.39% after a brief stint above 4.51%. Last week it was below 3.9%. The 30 year is at levels not seen since your primitive November. Seems like the humans are running scared but from what? Is it fear? Or the thrill of the hunt?

Trump's Tariff Trap: A Jungle of Confusion!

This 'Trump,' a leader amongst these humans has been flinging tariffs like a novice hunter throws spears – wildly and without precision. A brief tariff pause gave a glimmer of hope but his continued trade war with the 'China' clan has equity prices plunging faster than a plasma blast on a defenseless target. "If it bleeds we can kill it," but can they kill this economic beast? This trade conflict is a bad sport. No honor!

The Safe Haven Mirage: A Deadly Illusion!

Normally when your world is in disarray these 'investors' scurry to the safety of bonds. But this time? The iShares 20+ year Treasury Bond ETF (TLT) is getting its spine ripped out down more than 6% this week! Even their financial gurus are scratching their heads claiming Treasuries are losing their 'haven' status. It's like a cloaking device malfunctioning in the middle of a hunt – utterly embarrassing!

Foreign Hunters: China and Japan on the Prowl?

Rumors swirl like the jungle mist! Are 'China' and 'Japan,' those hoarding Earth credits dumping U.S. bonds? After all Trump has them in his sights with those tariffs. As one of their strategist said countries might make problems with their stock of US assets! If they do then the hunter becomes the hunted. Maybe these primitives are smarter than they look…

The Auction Echoes: A Temporary Reprieve?

The auction of $39 billion in 10 year Treasurys showed a bid cover ratio of 2.67 much higher than the prior auction indicating demand. "There's something out there waiting for us and it ain't no man," said one Earth leader long ago and is very fitting here. Despite the demand it still doesn't say that foreigns won't use the nuclear option in the future.

White House Woes: A Predator's Delight!

The rising yields are causing headaches for both the White House and the 'Fed.' Trump can no longer boast about low rates and the 'Fed' is stuck between a rock and a hard place – cut rates and fuel inflation or stand pat and risk recession. It seems the primitives' leaders will be facing more challenges in the future and it will be a good hunt. The game has just begun! These politicians are children playing with toys.