by Zelos Capital | Aug 13, 2026 | Newsletters
For over a century, the United States was the world’s safest borrower. That era, quietly, is over. As of August 2026, the yield on the U.S. 10 year Treasury sits at roughly 4.6%.1 That number might sound small and technical. It isn’t. It’s the...
by Zelos Capital | Aug 13, 2026 | Newsletters
Space X Some investors saw this coming. The pattern with high-profile IPOs is often the same: strong early demand pushes the stock up fast, then that demand fades as the weeks go on and reality sets in. That’s roughly what played out here. SpaceX opened for...