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  • Bonds Are Loading the Guillotine – Here’s Your Escape Plan

Bonds Are Loading the Guillotine – Here’s Your Escape Plan

(new video from Don)

Don Kaufman here.

We just closed another week jammed inside the S&P's 200-point prison cell – 5,800 to 6,000 – and this "volatility box" is now a MONTH old. That’s not boring… it’s dangerous. 

Why? 

Because every day we ping around inside this cage, we’re building explosive risk that could detonate any moment.

But here’s what really has my full attention: Bonds are back on the warpath. 

The 10-year yield just spiked above 4.5%, and if it holds? All hell breaks loose. I’m talking S&P-crushing, portfolio-shredding chaos. And get this – the VIX just collapsed to 16.77 like nobody sees a single landmine ahead. Are they nuts?

  • The exact bond market trigger that could CRASH stocks – We’re 1-2 sessions from a critical breakdown level (and no, 7% yields aren’t "normal" in this debt-loaded world)

  • Why today’s VIX reading is absolutely INSANE – The market’s pricing a $90 weekly move while we just ripped 100 points in a single day

  • My volatility playbook for next week – How I’m positioning for the coming explosion (this isn’t a guess – it’s mechanical)

This isn’t just analysis. It’s your survival kit.

Three things you’ll discover when you watch:

  1. The "volatility box" death trap – Why stocks are accumulating risk like a coiled spring (and how to avoid getting shredded in the breakout)

  2. The bond market’s 110-level guillotine – What happens if it breaks (spoiler: it involves Treasury vigilantes and margin calls)

  3. My VIX spread setup – How I’m buying mispriced vol before the market realizes tariffs and Trump-Elon drama are the least of our problems

Don’t be the frog boiling in this complacency. The box will break – violently. I’ll show you which way the winds are blowing and exactly how to navigate it.

To your success,

Don Kaufman

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