Bond Market is King

[Taiga]

Yeah sure.
3 more Canadian LNG terminals being built on West Coast now plus Shell Phase 2.
US has multiple new LNG export terminals being constructed at the moment as well.
Alaska is booming right now on the North Slope. The frac crews with Texas license plates has been steady for a year now on the Alaska Highway heading north.

But I do agree prices we pay won’t change because of this, that’s not how global commodity pricing works. Why would you develop a resource and sell to lowest bidder.

[AlbertaFarmer5]

95 % of new nrg production last year was renewable in U.S.

Where do you get this propaganda, and why not spend the time to fact check it before posting?

roughly 7-10% or less of the net increase in US primary energy production (in quads) came from renewables in 2025.8e2b07c4e54f According to EIA data (the primary reliable source for this), total US primary energy production hit a record 107 quads in 2025, up 3.4% (~3.5 quads) from the 2024 record of ~103.3 quads. Renewables (including hydro, wind, solar, biomass/biofuels, geothermal, etc.) grew by ~3% to a new record but remained a small share of the total.dfbc54dc2335

[errolanderson]

U.S. 30-year bond yields rocket. Debt becoming a whole lot more expensive and now appears out-of-control.

You can’t have skyrocketing stock market indexes and skyrocketing bond yields at the same time. Something is about to give . . . .

[errolanderson]

This is the most important chart in the financial world right now. And gold, silver, platinum and palladium appear at-risk of deeper losses . . . .

[agstar77]

Not to mention crypto. Higher interest rates are coming. Is the current generation ready?

[errolanderson]

The NASDAQ, S&P 500, Dow Jones and the Toronto TSX index keep climbing as if nothing can go wrong . . . . While oil prices remain volatile, global yields surge, economic data weakens and a deepening recession is gaining a foothold beneath-the-surface. The driver . . . investors appear solely chasing the AI dream. But companies outside tech are struggling with rising costs and weaker demand.

Stock indexes are increasingly detached from economic reality . . . . AI hype and the spending are masking soaring macro risks. What happens once the euphoria fades and reality catches-up . . . appears an easy guess. Treasury yields soaring do suggest higher rates sometime ahead, but the market, investor and consumer can't absorb it. The choices now between a rock 'n a hard spot . . . .

[Marusko]

bonds going from 4.9% (+/- 0.05%) to 5.185% is 'skyrocketing'??

[Old Cowzilla]

Cheap money for those with credit fuels the stock market. The old rich get richer thing! 5yr return is quite impressive for those that have played. Even overpriced farmland could not keep up.

[shtferbrains]

A new Space Race?

To the moon.

Everybody wants to buy in.

[foragefarmer]

You've done your homework, did you execute?