July 24, 2026
• Michael Burry urges watching long-term Treasuries due to pressures from AI-fueled debt growth, rising inflation volatility per Simon White’s chart, a shaky Treasury basis trade, and oil prices nearing $100. • Accompanying charts show 30-year yields above 5% for 27 days in 2026, underlying CPI component volatility approaching pandemic highs, and leveraged funds’ cash-futures […]
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July 24, 2026
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