NVIDIA won't save you from what's coming

(New Video From Don)


Don Kaufman here. 

Look, while everyone's eating, breathing, and sleeping NVIDIA right now, something way more dangerous is happening in plain sight.

We're literally a hop, skip, and jump away from bond levels we haven't seen since 2007.

I'm talking about the 30-year sitting near 5% interest rates. 

The 10-year is threatening to blast through 4.5%. 

These aren't just numbers—these are the kind of levels that change everything.

Here's what's got me concerned: We've got nine consecutive trading sessions of the S&P stuck in an absolutely identical range. That's almost three weeks of dead-flat action with a $90 expected move hanging over our heads.

You know what happens when markets compress this tight for this long? 

They explode. And when they do, it won't matter how much you love your tech darlings.

Why this week changes everything:

• The one threshold in bonds that, once broken, becomes a "foregone conclusion" to keep falling... and we're right there

• How rising rates could kill the appetite for both retail AND institutional money—even in NVIDIA

• The specific setup I'm watching that has only appeared a handful of times in modern market history

But here's the part that should terrify you: Most people think the Fed cutting rates fixes this. 

They're dead wrong. 

Those cuts only hit the front of the curve while the long end can still explode higher.

I've identified the exact levels where this market stops playing games. Where bond vigilantes wake up. 

Where musical chairs in mega-cap tech turns into a stampede for the exits.

The CPI came in yesterday with some upticks. Financial stocks are seeing selling pressure. Consumer staples getting "smacked around." And bonds? Zero love from anyone.

This is a textbook setup for what I call "bond fear" returning to markets. The question isn't if—it's when.

Watch my full analysis here where I show you the exact levels to watch, the historical comparisons that should scare you, and the one strategy that could protect you when this powder keg finally blows.

Because once we pierce that 110 handle in bonds, there's no question markets will pay attention.

To your success,

Don Kaufman

P.S. Speaking of explosive moves... one of my recent Magnet Moves hit 114% on NVDA in under 24 hours. Tomorrow (Thursday, July 17th at 2PM ET) I'm doing a LIVE trading session where you'll watch me identify these setups in real-time. Recent wins: 141% on BBY, 116% on CAVA, 118% on BABA--all closed the same day. Only 500 spots. Reserve yours here.