Sabtu, 24 Mei 2025

📌 Your End-of-Week Bulletin - May 24, 2025

Total Wealth

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The 5% Line That Changes Everything

The 30-year Treasury yield has crossed 5%... and the 10-year is close behind.

But most investors are missing what this really means.

While headlines focus on Moody's downgrades and market rallies... the bond market is quietly rewriting the rules for every investment you own.

Rising rates aren't just numbers - they're a sorting mechanism, separating tomorrow's winners from yesterday's has-beens.

Companies with fat margins and technological advantages are pulling away. Rate-sensitive sectors are getting crushed. Entire industries are scrambling to adapt, creating massive opportunities for investors who understand the new landscape.

This week, Shah, Alpesh, and Robert showed you how the interest rate revolution is reshaping:

  • Small Caps: Why Treasury yields matter more than credit ratings for your portfolio
  • Housing: Which luxury builder survives when rates hammer demand
  • Retail: How TJX's AI edge becomes more valuable when borrowing costs squeeze competitors
  • Tokenization: Why Robinhood's SEC filing could unlock $30 trillion as traditional finance becomes too expensive

The 5% threshold isn't just a number - it's a new era.

As always, your Total Wealth team remains focused on what truly matters.

You can find our experts' latest guidance on the markets, what's likely to come next, and where investors should look now... below.

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