Thierry from arvy 🇨🇭(@ThierryBorgeat):WHAT IF the biggest bubble of our lifetime isn't crypto? Not AI stocks. Not real estate. What if it's the one asset every pension fund, every retiree, every "safe" portfolio is loaded with? Bonds. 200 years of rate cycles say the same thing: Every peak lasts 56–67 years. The 1981 top was 14% yields. The 2020 bottom was 0%. 39 years of falling rates just ended. What if we're now at the start of the next 50-year cycle — upward? Most investors have never managed money in a rising rate world. Their entire career happened inside the bull. The unwind has barely started. And no one is talking about it.

Thierry from arvy 🇨🇭

@ThierryBorgeat

CIO @ arvy | CFA | Quality stocks, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner#

参加 September 2022

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Thierry from arvy 🇨🇭@ThierryBorgeat

2026.08.24 19:56

WHAT IF the biggest bubble of our lifetime isn't crypto? Not AI stocks. Not real estate. What if it's the one asset every pension fund, every retiree, every "safe" portfolio is loaded with? Bonds. 200 years of rate cycles say the same thing: Every peak lasts 56–67 years. The 1981 top was 14% yields. The 2020 bottom was 0%. 39 years of falling rates just ended. What if we're now at the start of the next 50-year cycle — upward? Most investors have never managed money in a rising rate world. Their entire career happened inside the bull. The unwind has barely started. And no one is talking about it.