Wonder why the 10 year treasury just can’t seem to stay over 3%? Today I explain why and look at the rate sensitive markets feeling the effects.

Summary: Here we go again, the treasury just got north of 3%. Will rates fall back to the 2.85% range again? With the economy lacking clear signs of out of control inflation bond hungry investors are seeing that as a reason to buy and the same seems to be going for REIT’s. Today I look at rate sensitive investments and rolling bear markets. Other topics: • What causes rates to go up? • The crazy divergence between value and growth in stocks • Stock market FOMO • Bonds in a rising rate environment