🚨WARS ARE SILENTLY DESTROYING BOND HOLDERS
A 300-year analysis shows a clear pattern:
War = disaster for government bonds
Inflation surges
Governments print
Real returns collapse
“Whenever there is a major war, we observe a sharp decline in bond performance.”
This isn’t theory… it’s history repeating. 🧵👇
1) Inflation is the real weapon
Wars are expensive
Governments fund them by printing money and issuing debt
→ Currency loses value
→ Bond yields lag behind inflation
2) Financial repression kicks in
Central banks keep rates artificially low
→ Bondholders get trapped
→ Real returns turn deeply negative
3) Capital gets redirected
Money flows into commodities, energy, and hard assets
→ Bonds lose relative attractiveness
4) The hidden tax
Bondholders pay for wars without realizing it
Through inflation erosion and suppressed yields
In wartime environments, bonds don’t protect wealth… they bleed it
Watch where capital rotates next
#marketsurge #Bonds #Inflation #War #Markets