You Can Now Get 7% From Bonds, So Why Own Stocks?

BlackRock's bond chief Rick Rieder says you can now build a 7% bond portfolio with high-grade paper under three years, and even AAA Microsoft pays over 6%, better credit than the US government. So is it time to dump stocks? Mike Butler says not so fast. Even with the 10-year above 5%, stocks returned 12.6% a year since 1991. More important, breadth has quietly flipped from scary to healthy, S&P names above their 50-day average rebounded from about 22% to over 50%, easing concentration risk. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 BlackRock's bond chief wants 7% 00:18 Microsoft bonds pay more than Uncle Sam 00:25 Should you dump stocks? History says wait 00:54 Minutes from the Fed decision 01:58 Why contango caps a violent selloff 02:40 Breadth, the real story 03:14 From 22% to over 50% above the 50-day 04:42 The S&P went nowhere, but money rotated 05:22 Reading the November 6th options 06:03 The put skew into the Fed #tastylive #mathcheck #mikebutler #bonds #rickrieder #blackrock #breadth #putskew #optionstrading #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.