Pimco Rejected ‘Sell America’ Talk and Won Big With US Bond Bet

Published on December 4, 2025

Across April and May, the bond giant’s positions in 5- to 10-year Treasuries and mortgages were getting hammered. First, after President Donald Trump’s punitive “Liberation Day” tariffs, and then amid the burst of “Sell America” calls that followed.

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The $3 Trillion Stablecoin Link That’s Got Wall Street Doubting

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The passage of new US stablecoin legislation has intensified Wall Street debate over the tokens' potential to significantly boost the dollar and become a multi-trillion-dollar source of demand for short-dated Treasuries.

The Total Return Roller Coaster: November 2025

December 4, 2025
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?