Everyone is always so obsessed with the Fed and the 10-year yield like it’s the only thing that matters. If you’re scared of the macro stuff, just sell your bags and leave. Honestly, institutional moves like this are way more bullish than you guys realize; while you're staring at CPI reports, smart money is quietly pulling supply off the exchanges. We're going to squeeze the shorts when everyone is too busy panicking about the bond market. Good luck staying on the sidelines.