The Treasury Tripled Buybacks and Yields Rose Anyway

Rising 10-year Treasury yields are currently constraining economic growth and borrowing, signaling a challenging environment for traditional financial assets. Geopolitical instability, highlighted by recent attacks on Saudi oil infrastructure, continues to drive energy costs higher, further fueling inflationary pressures on essential goods and services. Amidst this volatility, Bitcoin appears to have established a market bottom, reinforcing the case for consistent dollar-cost averaging over attempts to time the market. The traditional 60/40 investment portfolio is increasingly viewed as obsolete, with a strategic shift toward Bitcoin and other alternative assets offering a more resilient path forward. Reflections on the anniversary of 9/11 underscore how the event fundamentally altered the trajectory of U.S. domestic policy, mass surveillance, and prolonged foreign military engagement, shaping the current complex geopolitical and economic landscape.