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Because that is the Pundit/politician talking point. Rising 10 year US yield just a forecast of somewhat stronger growth.

Gosh great things expected of Greece at 4.8%. And even worse basket cases. So that particular talking point seems like bunkum.

IMO just the prospect of markets puking up all that new US supply eventually.

Buffett probably right to ignore macro even though he comments on a regular basis. Go big game hunting and not broken down tiny turnarounds like Home Capital mouse hunting. The healthcare thing might be worthwhile. Aetna was up for sale

+550% since ACA 2010. And the rest. $60 billion or so for Aetna. Big game. Mucking around with General Electric and Immelt. Good god
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