Blog

Notes on signals, sources, and showing your work.

How we read the material behind a portfolio — bills, disclosures, filings, social activity — and what we decided to build because of it. Explainers, not advice.

Sep 15, 202610-Year Treasury Yield Hits 5%: What It Means for Your MoneyThe benchmark 10-year Treasury yield broke above 5% this week for the first time since 2007, raising borrowing costs and reshaping how stocks, bonds and real estate compete for money.
Aug 15, 2026The Yen’s Collapse: Anatomy of a Failed U.S. InterventionDriven by the persistent "Yen carry trade" and decades of structural debt, Japan's currency crisis recently triggered a rare U.S. market defense not seen since 1998. Here is why the unprecedented attempt to stabilize the currency ultimately fell short and what it means for the stability of global bond markets.