@Section31ops

Finance World. Compare my predictions to your furu. Not advice.

Joined December 2010
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What a Photographer's Lens Revealed About Global Bond Markets

The photograph did not prove that the U.S. Treasury was secretly trying to rescue the bond market, nor should it be interpreted that way. What it did highlight was a less obvious connection: instabili…

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What could go wrong?

The Autumn Squeeze: Three Risks Markets May Be Underestimating This Fall

For much of 2026, investors could compartmentalize. Middle East tensions were a geopolitical story. Rising long-term yields were a bond story. The midterms were a political story. Heading into fall, t…

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The Regime Has Changed

Something Has to Give

The Regime Has Changed

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Horton sees a bubble!

Bubble here, there, and everywhere? I can’t escape seeing it on X and in financial news. It seems because prices are high everyone is quick to say we are in bubble based on their best guess assumpti…

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