Short-Duration Treasury ETFs Are Looking Safer as US Debt Tops $40 Trillion

The Trump Boom Could Soon End as the Bond Market Flashes a Stark Warning to Stock Investors

While the S&P 500 has surged 14% year-to-date under Trump's pro-business policies, rising bond yields (10-year at 5.2%) and elevated stock valuations (CAPE ratio of 41.9) are signaling potential trouble ahead. Tariffs, inflation, and deficit spending are driving up interest rates, making Treasury bonds increasingly attractive relative to expensive equities, potentially triggering a portfolio shift away from stocks.

If the Fed Raises Interest Rates in October, History Says Investors Should Make This 1 Move

With the Fed potentially raising interest rates again in October, investors should consider rotating cash from debt-heavy stocks into fixed-income investments like CDs and Treasuries, which are currently offering attractive yields of 5-5.6%. Companies reliant on debt financing will struggle in a rising rate environment, while stable fixed-income investments can help preserve capital during market volatility.

Retail Market (Still) Mostly Ignores the ‘Hedge Against All Human Stupidity’

Central banks defy rising yields with structural gold buying. Discover why gold holds over $4,000 despite high Treasury yields.

Gold ETFs Keep the Bid, but Investors Miss This Key Seasonality Pattern

Despite rising yields, gold ETF demand holds firm near multi-year highs. Explore why central bank buying keeps a $4,000 price floor.

'Treasury’s Bessent hires Trump’s controversial former Fed board pick, Judy Shelton, as adviser' - CNBC

‘Preserve and Protect’: Why the ‘Bond King’ Is Avoiding His Own Asset Class

Bill Gross warns investors to avoid long bonds as total credit hits $84T. Discover why the "Bond King" favors short-term T-bills.