Here is what I said yesterday about yields on long-term debt. Higher yields can be the result of high demand for long-term capital—the kind that funds innovative projects that result in productive economic growth and high future levels of prosperity. Thank you @MariaBartiromo.

Jul 30, 2026 · 11:39 AM UTC

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Replying to @judyshel @MariaBartiromo
Judy…you know better. Thats NOT the main reason bond yields are spiking . Never ceases to amaze me that when normally people of sound mind join government , they stop speaking the truth.
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Replying to @judyshel @MariaBartiromo
The keyword is “can”. Higher yields “can be” due to high demand but this is likely 0.00000000001% true.
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Replying to @judyshel @MariaBartiromo
Will you consider sector pricing on interest to different sectors of economy?
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Replying to @judyshel @MariaBartiromo
Tell that to people with 7% mortgages and 20% car loans.
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Replying to @judyshel @MariaBartiromo
No... Higher yields and more important spreads signal great high yield machines are slowing...
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Replying to @judyshel @MariaBartiromo
I loathe people that flip the narrative from negative to positive due to politics. If this happened under a dem administration she’d claim the opposite
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Replying to @judyshel @MariaBartiromo
Sounds backwards
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Replying to @judyshel @MariaBartiromo
Everyone who supports unchecked building of new data centers should have to live next to one.
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Replying to @judyshel @MariaBartiromo
I have enormous respect for you but I think your read on this one is incorrect
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Replying to @judyshel @MariaBartiromo
Totally agree plus what I heard in the Fed comments yesterday was he wants the market to raise rates and not use the Fed as a crutch. He is letting the market determine rates like a true capitalist economy would. By everyone panicking it did his work for him. If the Fed raises rates it hurts everything including growth
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Replying to @judyshel @MariaBartiromo
It's holding back an entire generation on one hand and beneficial moves on another....this is where Gov't policy eliminating assumable loans made agreements and broke them....making more now and will break those too.
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Replying to @judyshel @MariaBartiromo
So we need more capital. Just sell bonds to the mystery man in the Cayman Islands. Problem solved, right???
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Replying to @judyshel @MariaBartiromo
Problem is ai is not going to be evenly distributed in terms of who can use for benefit. It will undo concept of equality and access to the ai data sphere and larger companies will control the thirst for its use and who benefits w productivity.
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Replying to @judyshel @MariaBartiromo
Apparently the Fed Chairman launched a new AI model during the press conference — because yields rose immediately after his remarks.
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Replying to @judyshel @MariaBartiromo

ALT Shocked Eyes GIF by MOODMAN
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Replying to @judyshel @MariaBartiromo
It's so refreshing to see actually analysis being discussed instead of this pat and trite bond yield tropes
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Replying to @judyshel @MariaBartiromo
Yes. UST are competing for funding with AI build out.
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Replying to @judyshel @MariaBartiromo
Who is buying our long term debt? Nobody I under. I’m wondering when it will go way higher
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Replying to @judyshel @MariaBartiromo
The only good way to get capital is profit, and that is through the floor.
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Replying to @judyshel @MariaBartiromo
You are a GOAT.
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Replying to @judyshel @MariaBartiromo
새로운 시대는 우리를 기다려 주지 않죠. 더 나은 기술과 번영의 파도에 밀려 공존하고 재편하고 살아님는 빙법들을 터득해요. 새로운 시대 말입니다.
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Replying to @judyshel @MariaBartiromo
or no demand?
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Replying to @judyshel @MariaBartiromo
Yields alone don't tell the story. The destination of capital matters more than the price of capital
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Replying to @judyshel @MariaBartiromo
Higher demand for long bonds will results in lower yield you lying biiiaaatch
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Replying to @judyshel @MariaBartiromo
Real inflation is so god damn high that nobody wants a shitty bond. Hence yield up not down
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Replying to @judyshel @MariaBartiromo
Lower the rates... Back the Dollar with True assets..
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Replying to @judyshel @MariaBartiromo
Demand for long-term capital before the cost of it doubles or triples.
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Replying to @judyshel @MariaBartiromo
Your guy's comments are spot on. It's a glass hall full situation. If you are on red team, it's half full of water and the blue team says it's half full of air. When demand for long-term debt goes up, rates go up. But when supply of the same goes up, rates go up.
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Replying to @judyshel @MariaBartiromo
💩💩💩💩
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Replying to @judyshel @MariaBartiromo
And Judy and Maria both have oceanfront property for sale in Arizona!
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Replying to @judyshel @MariaBartiromo

ALT Question Mark What GIF by MOODMAN
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Replying to @judyshel @MariaBartiromo
Thoughts @LawrenceLepard
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Replying to @judyshel @MariaBartiromo
Appreciate you putting this out — it's a distinction almost nobody makes. The honest question from someone watching rather than analysing: how do you tell the two apart while it's happening? Capital genuinely bidding for productive projects looks a lot like the market demanding more compensation for holding the debt, at least on the chart. Is there a tell you watch for?
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Replying to @judyshel @MariaBartiromo
“High demand for ling term capital.” Sounds like silver qualifies!
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