LIFESTYLE
The 30-Year Just Hit 5.21% — While Inflation Fell. That Is Not an Inflation Story
The 30-year Treasury yield hit 5.21%, a 19-year high, in the same month inflation fell to 3.5%. This is a term premium story, not an inflation story — and it resets every hurdle rate you use.
Read more
The AI Capex Payoff Test: Microsoft Gained 8% and Meta Lost 8% on the Same Night
Microsoft raised AI capex 35% and rose 8%. Meta raised its floor and fell 8%. The AI capex payoff test changed overnight — it now measures contracted revenue, not conviction.
Read more
Americans Just Hit a Record 401(k) Savings Rate. Their Balances Fell Anyway.
Americans hit a record 401(k) savings rate of 14.4% in Q1 2026 and their balances still fell 4%. Here’s why that gap is the most useful number in your financial life.
Read moreTOOLS&RESOURCES
WEALTHARIAN Community
The 30-Year Just Hit 5.21% — While Inflation Fell. That Is Not an Inflation Story
The 30-year Treasury yield hit 5.21%, a 19-year high, in the same month inflation fell to 3.5%. This is a term premium story, not an inflation story — and it resets every hurdle rate you use.
