Luke Gromen(@LukeGromen):Plain speak guide for when to get (nominally) bullish on LT USTs: Are higher rates & therefore higher interest expense leading to sharp cuts in Entitlements & Defense spending? If yes, bonds are a buy. If no, bonds are a sell. 1 of these 3 are a bubble: Bonds, USD, or Boomers

Luke Gromen

@LukeGromen

Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.

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Luke Gromen@LukeGromen

2026.09.14 14:43

Plain speak guide for when to get (nominally) bullish on LT USTs: Are higher rates & therefore higher interest expense leading to sharp cuts in Entitlements & Defense spending? If yes, bonds are a buy. If no, bonds are a sell. 1 of these 3 are a bubble: Bonds, USD, or Boomers