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Truth Is Like Poetry 📜

Frank Villavicencio

16 Jun 2025 • 12 min read

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Calm Skies, Rising Rates: The Bond Market Is Still Doing the Heavy Lifting

September 11, 2026 at 12:01 PM EDT 🔄 Keep Harvesting Premium Calm Skies, Rising Rates: The Bond Market Is Still Doing the Heavy Lifting Day 2 at a cautious posture Justification The market is calm on the surface but quietly expensive, and rising rates are tightening the ceiling on further

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Thirty Basis Points in Ten Days: The Bond Market Is Doing the Fed's Talking

September 11, 2026 at 10:43 AM EDT ❓ Keep Selling Calls Thirty Basis Points in Ten Days: The Bond Market Is Doing the Fed's Talking Day 2 at a cautious posture Justification Markets are calm on the surface, but the rate backdrop is tightening the screws. The 10-

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Complacency at the 90th Percentile: Today's Rally Is a Good Place to Lighten Up

September 3, 2026 at 6:01 PM EDT 🔮 Pare Back Holdings Complacency at the 90th Percentile: Today's Rally Is a Good Place to Lighten Up Justification Markets are priced for perfection at a moment when the macro backdrop is quietly tightening. The trailing P/E (price-to-earnings

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