Editorial companion

What stands out

Eric Clark telling Fox Business that "bond vigilantes" are back is the kind of blunt framing markets like on TV and hate in their portfolios. The clip matters because it links two live threads: an Amazon-fueled Nasdaq rally and a rise in Treasury yields, a combination that quickly forces a re-think of how to value growth versus cash-flow businesses. Amazon shows healthy top-line momentum but a dramatic net-income swing, while Nasdaq benefits from market activity even as short-term technicals wobble, so the footage is a reminder that rising yields can rearrange winners fast.