Next Day Prep
Next Day Prep #260: Higher Equals Lower: The Yield Shock – Friday 5/15/2026
0:004:33
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Episode summary
A deep dive into the market’s violent reversal driven by a spike in 10-year yields, causing a massive rotation from growth to energy. The episode analyzes the ‘Higher Equals Lower’ valuation shock, reviews specific signal failures, and outlines a defensive playbook for the trading day ahead.