DB

magicjohnson89

Doing well DB. Hold a lot of this as a long term investment in a junior ISA that matures in 2030. Hopefully our ties to the EU continue to grow and we re-join before that date for big gains.

PorscheOwner1738

Keep holding my mongo DB position it's about to go crazy (I hope)

-0x00000000

Is that when they moved over to vectors DB’s?

Vilajisan

Mongo DB back

Happy-n-Healthy

Oh Mongo DB just getting railed hard AF!

gardeal23

Yea I agree it can, but that doesn’t change how businesses use AI. If you look at the number of companies that use on prem services (websites hosted on a server they own / db they own) vs companies using cloud services. You’ll see the cloud usage grow since the release of ChatGPT. At the same time you’ll see the increase in cloud based DB’s (mongoDB, snowflake, Datadog, databricks) by the same companies transitioning to cloud In order to actually make real use of AI, a company needs. A strong infrastructure (cloud service) and clean company data (clean data in DB’s). Once you got those 2 set, then using Claude to analyze the next sales report or whatever you want is 1000% easier. I work as a data engineer and the whole profession involves gathering data , cleaning data and automating the movement of data. All of which feeds into this Tons of job postings I’ve interviewed for recently have the same thing - “We need help cleaning our data / migrating to cloud so we can capitalize on ai”

BIGPOTHEAD

Don't need DB companies with AI

MichaelFusion44

This is all public information- The CIA was Oracles first DB customer and has been one for over 40 years, then the NSA, defense department and others became customers - for over 20 years they have have worked with Israel and their military - they built a pretty big data center in Jerusalem and have been actively doing AI and data analytics for a while as well. Also they recently got a 10 year contract with the Pentagon for about $7B and Larry has been a big supporter of Israel for many years. Again you can just Google it.

AlasKansastan

Mongo DB is fine This is fucking gay This is coordinated, manipulated bullshit

confused_teabagger

They deserve it. Their primary product is outperformed by a free opensource DB now.

Lootoholic

I think you have the right idea OP to short a non-sense high flying fund like this. Anything that grows 4200% in a year is a bubble. The problem is I don't think you can find a reliable instrument to short it. You need a reliable third party outside of Turkey (say DB, or GS) to give you an instrument that you can trust. I'd be curious to know if it's at all possible to short it, because if there was a way to short it, it would not have run this much in the first place.

ajmh1234

im in the same boat, i like a DB coffee from time to time, but no way could i do it daily.

Status-Net2947

Mongoloid DB kinda tempting ngl

Firm-Reaction1578

 Bat shit crazy (but this could be his way out of all his upcoming problems; get declared insane)

Lootoholic

It's good to have some high quality dividend stocks within your portfolio among other things. Be careful though not to fall for a dividend trap. A dividend stock is considered high-quality if they have been paying dividend for a long long time, without reducing or removing it, and they should have enough room in their FCF to support (and raise) that dividend in the future. some of my favorite dividend stocks: T, VZ, BAM, DB

SpiderWil

and hear this, it's the largest bank in the world and their DB is 5TB for just the work our group use. The largest query our app ran has over 800 columns and 50M rows and most of the query began with SELECT. The select statement is over several thousands lines from, u guess, 800 columns and when shit blew up, they wanted me to go read this dam query to figure out why the query failed but I wasnt' even a developer.

Dude_HaHa

Got mistaken for Mango DB

OsamaBagHolding

Mongoloid DB lmao

TreGet234

Deutsche Börse stock DB1 spiking is scary news. Seems like trump's liberation day actually popped a bubble in the making. And it's now returning.

pegasusCK

It's clearly Mongo da Bongo and it does what it pleases. Seriously never heard of this and such a weird name. Feels like I'm being pranked. Mongo DB wtf.

Commercial_Sound1448

Gotta be Snowflake, Mongo DB or Gitlab

Mysterious-Drive2812

Mongo DB?

bwel16

I’d bet DB, per usual

niofalpha

Probably DB let’s be real

maha_Dev

Well, I use Claude. Mostly Opus. But recently downgraded to sonnet after my company imposed caps. My workflow is mostly, give it the requirements, have it create a spec, give it the codebase, and memory MCP, and it goes ahead with the implementation with TDD. Wrote an entire service with it. But I think I spent so many tokens, because I was using it a lot for bug triaging and fixes. Gave it access to our DB and local APIs, app logs, and kept feeding it jira tickets. I guess it could have been faster if I did it myself, but I am being lazy.

Vivid_Astronaut4665

Is DB going to get sanctioned?

_Doomer_Wojack_

Read some random person on x with 29 followers with a trading platform saying $HSBC is the money laundering sanctioned bank. He made some good points and as a WSBer I’m inclined to agree When everyone is looking at the obvious .. ahem $DB. The tape was saying HSBC was a dirty naughty bank 🏦

_Doomer_Wojack_

Read some random person on x with 29 followers with a trading platform saying $HSBC is the money laundering sanctioned bank. He made some good points and as a WSBer I’m inclined to agree When everyone is looking at the obvious .. ahem $DB. The tape was saying HSBC was a dirty naughty bank 🏦

_Doomer_Wojack_

It’s actually HSBC according to the chart.. someone got notice a little bit ago. While $DB moves up with no issues HSBC has been quietly distributing

Emilio___Molestevez

that's where you're wrong. DB reverse curls to failure x4.

Time-Requirement5935

The current growth driver is Enterprise AI, where companies use internal data to make business decisions. A sizeable portion of that internal data is in Microsoft and Oracle databases. The remaining performance obligation for these two companies that is not OpenAI or Anthropic is their own existing DB customers, which is real business. The AI companies do not have real existing customers, so their portion is speculative. The existing customer base will consume much of the existing planned infrastructure build out and when the rest of the speculative business does not show up, the build out will level off, dropping demand. The semi conductor valuations will fall and everyone will call that the bubble. Meanwhile Microsoft and Oracle will have existing perpetually paying AI customers. Right now the semi conductor companies are generating cash flow and the DB companies are not. Cash flow is the actual investing metric, that the finance analysts use for discounted cash flow. Not 'earnings', which is Net Income, which is a tax basis number only, not a true picture of the profits being created. So P/E and EPS are not really good indicators of investor value being created.

TheBelgianGovernment

The depository banks for NTDOY are JPM, BNY, CITI and DB. You’re making it sound a lot more sketchy than it really is.

Lootoholic

You see similar chart with other banks, for example DB. I personally like DB better.

SnooChipmunks2079

I'm Gen-X. Many well-paid jobs when I was a kid involved a defined benefit plan pension. In 1975, around 40% of US employees. A lot of our older neighbors were UAW workers and they retired with a pension when I was in high school. Today there's around 15% of workers with a defined benefit pension. It's possible that more than 40% have access to a defined contribution plan (401k primarily) but those depend on employee contributions to drive them, not employer funding of the plan. Do you think employers took the money they were putting into a DB plan and gave it to employees as wages to help cover those employee contributions? I don't know but I sure doubt it. Workers have been systematically robbed of benefits we used to have. Don't blame the workers for having taken the jobs that were available with no or defined contribution retirement plans instead of taking the defined benefit retirement plan jobs that no longer existed. That's not on the worker. That's on the government and the employers.

flicter22

Yuan clearing in Frankfurt is a slow-moving but real story. The mechanism matters: Deutsche Bank isn't holding yuan reserves as a principal position -- they're acting as the intermediary between European corporates that need to settle yuan-denominated trade and the Chinese interbank system. The actual FX risk stays with the clients. The geopolitical angle is the interesting one. Europe diversifying its clearing infrastructure away from dollar-denominated settlement was previously theoretical. Now it's operational. For companies with Chinese supply chains or customers, this removes a meaningful friction -- they don't have to route through Hong Kong or use correspondent banks with Chinese banks. Won't move DB stock on its own, but it's a services revenue line that grows quietly with trade volume. Worth watching if yuan-denominated trade in Europe accelerates from here.

Samjabr

I want to start watching that show. But there are 1000 movies and episodes. Do I need to start on DB or can I go right to DBZ?

MundaneExtension3195

Did I say Sydney Sweeney, I meant DB Sweeney

HaikusfromBuddha

Nah they;'ll be fine like you said they mnake a lot of products outside of DB that people use. Also look up Redwood UI. They've largely moved on from the 90's UI. Might be a minute since you last saw their products.

HairBySteve


InevitableAd2436

https://imgur.com/a/Cd9O0DB Already have lil bro 😂

ng_logic

You're in a great spot, and your kids are lucky you're thinking this far ahead. The fact that you're worried about the savings rate is actually a good sign - it means you're being realistic, not just optimistic. And yeah, the feedback you're getting is right. XEQT already does the job. Adding VOO and SCHD on top just means you're making an unconscious bet that US large caps will outperform the rest of the world, which might be right or might be wrong, but it's not part of a deliberate strategy. Simplicity isn't just easier - it's usually better. Fewer moving parts means fewer decisions to second-guess when markets get volatile. At your income trajectory with a DB pension backing everything up, XEQT and patience will get you where you want to go. The hardest part won't be picking the right ETF. It'll be doing nothing during the next crash while everyone around you panics.

ng_logic

Honestly the plan is solid but you're overcomplicating it. XEQT already holds everything in VOO and SCHD, so adding them separately just means you're betting against your own base allocation without a clear reason. The 5% fun money for SpaceX and Anduril is fine, just call it what it is - gambling money, not strategy. The real risk I see isn't the portfolio, it's whether you can actually stick to $4K/month once the mortgage, property tax, and two kids' activities kick in. Life gets expensive fast. Run the numbers with the house costs baked in and see if that savings rate still holds. Other than that, you're in great shape. DB pension plus this plan means you're basically playing on easy mode. Don't overthink it.

Buffett_Goes_OTM

But moving off IBM DB2 is considerable which likely requires IT consultants - or just integrate SF to stream data from DB2.

atape_1

Both! From what I can tell from the company i work for it's twofold. a) all the money is going for Ai, little left for SaaS. The board wants more Ai, the board will get more Ai. b) pivoting away from IBM to more modern solutions, like going from IBM DB2 to Snowflake.

Emilio___Molestevez

if you haven't learned how to baghold you'll never succeed in this business. DB reverse curls to failure x3 DB shrugs to failure x4 BB RDL 10x3

NoUnderstanding1419

Microsoft is just going to raise the cost of O365 and Azure so now you are paying the same amount and you have to support the software you built on your own. Google already tried replacing O365 which is an enterprise standard and failed. Oracle does this all the time to customers, you try and replace or reduce your reliance on their DB they just raise the cost somewhere else.

OutspokenLurker

I said in five years. That's hardly first. :) Plus, the first guy to drop genAI vector math or DB handling a couple orders of magnitude will eat Nvidea's lunch. I guarantee there are tens of millions going into the R&D on that right now. At least I know you take my meaning.

Apprehensive-Mine364

TSM, DB, NWG,AA,T, and some etf's.

fuck_thots

Migrated all the data from Salesforce objects to our Azure DB before transition. Copied the Salesforce objects/tables schema 1:1, for the new system. New system writes to the tables migrated to Azure DB, with the exact same column structure. From my perspective, which is financial controlling/sales analytics teams, not much has changed i just query the new table instead of the Salesforce object.

pessimistic_utopian

US is definitely also DC dominated. DB plans are still fairly common for government employees and in some industries with strong unions but for the most part they're a relic of the past. 

Lordofwar314

Does the USA mainly have DB pensions then rather than DC pensions? Just curious as a UK resident where the vast majority of people now have DC schemes as DB schemes have proven to be too expensive due to people living longer than expected.

pessimistic_utopian

You're correct, this is the 100 largest corporate DB plans. You can see the listing in Figure 2 here: https://www.milliman.com/en/insight/2026-corporate-pension-funding-study

Akrylicus

Send him for a bootcamp with Northwind DB and do it.

gwrichardson42

My Fed meeting take: You are on your own, don't expect help from the Fed going forward. Also, the MU price target upgrade from DB was completely fucked over by this meeting.

fn_gpsguy

Will you have a defined benefit (DB) pension? Rather than the benefit being based on your contributions (like your 457b), it’s based on a formula. If so, I never counted that contribution (7% in your case) as part of my saving/investment rate. I never maxed out contributions that my 457b - I tried to save as much as I/we could and live below my means. I’ve been retired for 6+ years and live comfortably with on my DB pension alone. Assuming you’ll have a DB pension, you might want to do some forecasting to see how much extra you’ll need to support yourself (or family) in retirement. You might discover that you are oversaving. :-)

spez_eats_nazi_ass

Oracle RAC was the shit though. Nothing on prem outside z/os on DB2 comes close to that.

StrategyUnlikely398

It is. MACRS and DB relate to tax depreciation, not economic depreciation

StrategyUnlikely398

DB is for declining basis and for douche bag

throwawaynbad

How? I'm in broad-market ETFs, and my DB pension is managed for me. Is there a low-cost option that does total market ex upcoming AI IPOs?

FaithlessnessIcy3875

Is MDB fucked by this new Azure DB?

PrestigiousAccess765

Their numbers weren‘t even that good. And everyone who works in Tech knows that you cannot compare Snowflake (which eassentially is a DB) with other SaaS companies who sell just a beautiful UI

Deadsea3132

Uhh who the fuck still uses mongo DB? Lmao

Fancy_Cattle_5914

I love how manipulated earnings reports are because we just saw Mongo DB swing an entire 50% on their print. 50%!!!!

Fancy_Cattle_5914

I love how manipulated earnings reports are because we just saw Mongo DB swing an entire 50% on their print. 50%!!!!!

Gamplato

ML in DB is definitely a good experience. Since our data is Snowflake, we use their end to end ML and it’s super good…but this wasn’t always the case, I hear. The Databricks applied AI is not close to Snowflake. We tried their coding agent recently just to stay up on things. It was actually shocking how immature it felt in comparison to Snowflake.

ShanghaiBebop

Databricks and snowflake is very much converging on the same core things.  Databricks has better AI and classic ML workflows integrated with their platform. snowflake has a better first class warehouse experience OOTB.  Bigquery imo is pretty far behind both of them.  Both DB and SNOW will see significant rev growth acceleration from AI though, since agents will need to query real enterprise data to keep themselves grounded in reality, and is drastically dropping the barrier to querying data. 

borimed1

https://www.corsair.com/us/en/s/corsair-pro?srsltid=AfmBOoqlysBEoI6u9KDWqFIiWpEsU27pccCYgKclV3JSKGgKTcMQa4DB

swflcape

Makes sense that banks (DB) with high exposure to emerging markets would pump right when the crude shortages start being realized…

luciferian11

**Iranian Official: No Draft Agreement With the U.S. Exists - Use ChatGPT for translate - published couple of minutes ago (https://farsnews.ir/mohamadahmadi89/1779456834742971054/%D9%85%D9%82%D8%A7%D9%85-%D8%A7%DB%8C%D8%B1%D8%A7%D9%86%DB%8C-%D8%AE%D8%A8%D8%B1%DB%8C-%D8%A7%D8%B2-%D9%BE%DB%8C%D8%B4-%D9%86%D9%88%DB%8C%D8%B3-%D8%AA%D9%88%D8%A7%D9%81%D9%82-%D8%A8%D8%A7-%D8%A2%D9%85%D8%B1%DB%8C%DA%A9%D8%A7-%D9%86%DB%8C%D8%B3%D8%AA)** \- The source also stated that recent reports about a possible draft agreement between Iran and the U.S. are untrue and merely media speculation. \- According to the source, the visits by Pakistani officials to Iran are aimed at strengthening Islamabad’s mediation efforts and role, as well as preventing further escalation of tensions. \- The source emphasized that Tehran still considers the U.S. demands excessive and unreasonable, and believes that the main obstacle in the negotiations lies in Washington, not Tehran.

mistiquefog

As it appears the company has targeted women who took maternity benefits recently or are on it. I got to know this and shorted the stock before the results were declared. I recovered 10 years of my turbo tax and quick books expenses and made enough profit to shut down business and retire:--- Thanks SUSUAAN POOPARZI Intuit’s recent operational moves signal deep structural trouble. Reports that they targeted employees on maternity benefits during layoffs point to an incredibly dire internal situation. Add the fact that the CEO and founders have been aggressively dumping shares for years, and the writing was on the wall—so I shorted the stock before earnings. It got me thinking: if tech giants are using LLMs to build their software, why pay them a premium to middleman the code? I used **Claude** to completely replicate and replace my QuickBooks workflow with a self-hosted engine. # The $0/Month Architecture * **Data Layer:** A single, local flat-file database (SQLite/DuckDB). No complex database server overhead. * **Redundancy:** Automated scripts encrypt the file and push backups to two independent cloud locations (AWS S3 and Google Drive). * **Ingestion:** Claude orchestrates the pipelines, handles transaction parsing, and builds custom analytical queries. # Why This Beats QuickBooks * **Cost:** Shipped a compounding $1,300+/year subscription down to **$0 to $5/month** in minor cloud storage fees. * **Data Sovereignty:** Zero vendor lock-in. Financial data lives locally under direct, encrypted custody—not siloed in Intuit's ecosystem. * **Uncapped Analytics:** QuickBooks locks custom reporting behind a $275/month paywall. With a local flat DB, I have raw SQL control to pipe data straight into Python (pandas/numpy) for deep data science, trend analysis, and custom visualizations. **The Trade-Off:** I handle the pipeline maintenance. If a bank changes its CSV export format, I manually tweak the script.

Status-Put8162


AQOntCan

I am so mad at myself for investing heavily in broad market etfs. I have a DB pension. Why the fuck wasn't I more bold

mighty_sys_admin

Nice!! What grinder? I'm running the Lelit Elizabeth (DB) with a DF64

PotentialUnlikely908

Hello DB: It's the other way around. Malkiel was writing the Random Walk theory several years before Bogle invented Vanguard. Bogel likely read Malkiel's work in developing his index idea. If you can get your hands on "The Money Game" (1968) by 'Adam Smith' you will find a chapter from that time that talks about the potential impact of Malkiel's thinking. And I'd recommend The Money Game for perspective on investing rather than strategy. It's amazing how little fundamental things change over 60 years.

Plastic_Barracuda711

Not a SOFI shill, but just comparing the revenue growth rates, SOFI is much higher - almost 3 times higher (3 yr revenue growth rate 63.42% vs 22.31% for DB). Sure its still expensive comparatively even at this price, but if they can maintain this growth, I think this price can be justified. You don't think so?

Away_Cancel_5208

$BNTX here are the abstracts they submitted * “First report of efficacy and safety results from a phase 2 trial evaluating BNT327/PM8002 plus chemotherapy as first-line treatment in unresectable malignant mesothelioma.” * “DB-1311/BNT324 (a novel B7H3 ADC) in patients with castrate-resistant prostate cancer (CRPC).” * “First-in-human phase I/II trial evaluating BNT142, a first-in-class mRNA encoded, bispecific antibody targeting Claudin 6 (CLDN6) and CD3, in patients with CLDN6-positive advanced solid tumors.” * “A global Phase 3 double-blind, randomized trial of BNT327/PM8002 plus chemotherapy compared to atezolizumab plus chemo in patients with first-line extensive-stage small cell lung cancer (ES-SCLC).”

NoProfessional4650

BofA raised their MU PT to $950 lol. Second big bank to capitulate after DB.

Scared-Signature-452

DB are total cooks lol edit: crooks!! crooks !!

RJ5R

All this time I thought DB stood for Dual Bongs.

IshinkaiSensei

DB? never heard of it.

Paraone3

DB Yes how do you value a small cap that has jumped into a multi billion dollar market with both feet and has ground breaking IP at both ends of the spectrum in Payload and User Terminal for Space Comms , maybe the big boys are noticing and millions of investors

Paraone3

DB Yes howdo you value a Small Cap that has jumped both feet into a multi billion dollar market with ground breaking IP , are we seeing the next UK Unicorn Plus ?

Paraone3

HI DB I thought that we might follow the yanks this morning but not to the realms of £1.20 , yes the market has finally woken up to the vast potential of Ensilicas IP and could we see £2 by month end .

keszocaj

[Mine!](https://i.giphy.com/DB2oahQFa0qeQ.webp)

PossibleSecretary524

i am glad you brought this up, i feel Eu is basically pulling out something similar to us 'big short' - since the most of wealth is concentrated in real estate and people in EU are regulation blocked from the best investment tools 'for their own good' it is easy for client banks to create a situation where real estate markets are constantly inflated. Germany and banks like DB are cornerstones of the whole EU economy, smaller countries deregulate mortgage process more and more, which creates higher prices, I am sure it will end well (no)

just_some_guy034


Zipski577

Even if DB plans were already a minority by *count* in 2008, they were not a minority by market impact until after the financial crisis. DC plans now hold 6x more equity dollars than DB plans, and this dominance did not exist pre-2008. [This chart](https://imgur.com/a/RnKZ9Ik) shows how dynamic has shifted - and how DC $ is heavily weighted in equities.

Zipski577

There is essentially no money in defined-benefit plans anymore, the standard and most money is in defined-contribution plans now. risk has shifted over the last 15-20 years. Under DB plans, pension managers decided when to invest and funding levels fluctuated w/ interest rates and market conditions. The managers could also reduce equity exposure as the environment changed. Under DC plans, which dominate now, employees contribute every paycheck regardless of market conditions… making contributions to equity markets automatic and continuous. DC plans buy through volatility and rebalance into equities after declines. Retirement funds are no longer sensitive to interest rates or other factors, and the newer model ensures that there will be steady demand for equities. Also, the wealth gap is larger and top 1% owns a larger allocation of the total market cap then ever before. And, the average shareholder is 65 years old so for these reasons, consumer confidence is essentially meaningless in market terms.

LastPipOnEarth

If you want to wait 15-20 years then go for it. DB also said 2-3 years ago that Gold will be above 10,000€ after 2030. 

LordFaquaad

You mean DB plans? There were also quite a few failures/ frauds. You also were just tied to the hip with your company so no job hopping. Vesting would also take a long time

Spear_n_Magic_Helmet

eh if you want my Software Engineer Real Take those guys were fkn brain dead. They were using Temu AWS (which no AI has been trained on) with zero guardrails on their agent. Oh and Temu AWS will delete your backups when you drop a DB.

corundum9

I picked PR who has a much better acreage position in the DB and is significantly more nimble. Up over 65% in the last 6 months. I'm sure SM is up 30 some percent in the same time frame just like most of the other smaller Permian players. That's more indicative of a rise in earnings potential with commodity price, not because SM is actually a good company who know what they are doing.

BenDover7799

Neither does cursor have the personnel to create competing AI model, all they are doing is, repackage a white labelled chinese open source model (kimi by moonshot) effectively bringing their whole capability to just being a VSCode fork with some vector DB for RAG.

_DoubleBubbler_

Well don’t beat yourself up about it as we’ve all been there. And as you say, profit is profit! I am not looking at anything new currently but my current DB selection is ENSI/ENSIF, EVTL, IES/IESVF, LUNR, MDAI, SESG and RDDT. Those are my more adventurous investments and I spread risk with some index trackers and income stocks amongst other things.

crimeo

Like I said, the technology to not double edit a shared central database is 50+ years old. Nobody has to split anything by section etc they can all offer all tickets and check the DB if another competitor sold it before giving a green light to their own buyer

throwaway9gk0k4k569

I'm going to go get my box of CueCats out of the closet. I'm sure I still have a DB9 serial port here somewhere.

california_explorer

Are you thinking ORCL is not a viable AI company? I've owned ORCL as a slow and steady enterprise software company. Decided to hang on even as they transitioned to full-fledged hyperscaling company and now layering with AI hyperscaling. If not ORCL, which AI companies do you think have higher upside for the next 3-5 years? ORCL is not a pure AI hyperscaling company since it still makes a ton of money in ERP/DB licensing but it sure has bet a ton of money towards it.

Captobvious75

They all have DB pension plans so they aren’t relying on that for retirement

jakderrida

It's actually one of the 10-points referenced in the image Trump posted. As is the right to enrich as much Uranium as they want however much they want. I REALLY wish Western media would post up the 10-point plan. I think after Trump attacked CNN for posting an article with the translations, the other news providers backed off. Wall Street Journal even had them up, but are paywalled. If need be, just ask one of the 3 top LLM services. (ChatGPT, Claude, or Gemini) If you can get this link translated through your browser, you can see them. [https://nournews.ir/fa/news/308457/10-%D8%A8%D9%86%D8%AF-%D8%A7%DB%8C%D8%B1%D8%A7%D9%86-%D8%AF%D8%B1-%D8%B7%D8%B1%D8%AD-%D9%BE%DB%8C%D8%B4%D9%86%D9%87%D8%A7%D8%AF%DB%8C-%D8%A8%D8%B1%D8%A7%DB%8C-%D9%BE%D8%A7%DB%8C%D8%A7%D9%86-%D8%AC%D9%86%DA%AF](https://nournews.ir/fa/news/308457/10-%D8%A8%D9%86%D8%AF-%D8%A7%DB%8C%D8%B1%D8%A7%D9%86-%D8%AF%D8%B1-%D8%B7%D8%B1%D8%AD-%D9%BE%DB%8C%D8%B4%D9%86%D9%87%D8%A7%D8%AF%DB%8C-%D8%A8%D8%B1%D8%A7%DB%8C-%D9%BE%D8%A7%DB%8C%D8%A7%D9%86-%D8%AC%D9%86%DA%AF)

Timbo1994

>How are you interpreting this shift into the long end of the curve? People with real money are getting older so buying lower duration. Similarly DB pension schemes now only need to buy the short end. Equities have done so well in recent decades that many people don't want to buy long-dated bonds, other than forced buyers like insurers. As perception that equities will always win over 10-20 years. Additionally inflation fears for the 2030s and 2040s - eg due to climate change/debt crises really coming home to roost. Means investors demand a greater nominal return for bonds that cover that period.