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Stocks are getting a bounce following the worst trading day in week and bochnd yields contie to be the story. Ten year is the lowest since november joe, is this time to worry about what is happening with yields . I think its time to be concerned. Overly worried, no, because this is something that for the better part of 2017 its been part of it weve been normalizing rates, but yet the u. S. 10 year has the inability to really lift itself to the surprise of many. So a break below 2 respect about, y 2 , that could be problematic. I think its problematic for financials for more reasonsect that could be problematic. I think its problematic for financials for more reasons than just net interest margins. And having the benefit of talking to Dave Albright quite a bit, its taking the investment demand away from financial equities and its going into financial debt because rates are so low and because of the regulation. They have so much on t ....