Hello reader,
I hope you are having a great week thus far.
Here are The Rover’s highlights from last week. Enjoy!
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The Rover University:
This is a great podcast from two of the best macro thinkers right now.
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My top posts from the past week:
Click on the post and share what you think!
Casey Donaldson@caseyjdonaldson
🚨THE U.S. CAN'T AFFORD THE 10Y ABOVE 4.8%
The details don't matter. Whenever the US10Y hits 4.8%, Bessent steps in to drive rates down.
Everything Bessent and Warsh are throwing at the market to get yields down is failing.
All paths lead to yield curve control.
The …
1:34 PM · Sep 9, 2026 · 50.6K Views
86 Replies · 163 Reposts · 923 Likes
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Casey Donaldson@caseyjdonaldson
🚨GLOBAL RATES ARE UNSUSTAINABLE.
It's only a matter of time before we see a global sovereign debt crisis.
Every nation below is running record deficits with record debt levels.
Higher rates are the trigger.
Everyone ignored China stockpiling gold, but it has provided the …
2:36 PM · Sep 1, 2026 · 11.4K Views
16 Replies · 35 Reposts · 167 Likes
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Casey Donaldson@caseyjdonaldson
🚨BESSENT IS READY TO THROW HANDS
Another yen intervention...
Hundreds of billions of dollars to delay the inevitable...
Debt-to-GDP is approaching 125%, which rules out practical solutions. We are left with:
1. Default on the debt
2. Inflate the debt away
They have to …
1:56 PM · Sep 9, 2026 · 11.8K Views
25 Replies · 15 Reposts · 139 Likes
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Casey Donaldson@caseyjdonaldson
🚨SCOTT BESSENT HAS LOST CONTROL OF THE BOND MARKET
After announcing a $6 billion buyback program to control the long end, the market wanted MORE.
I told you this morning Bessent would act on anything over 4.8%. It failed
Yield curve control is coming.
You don't own enough
9:47 PM · Sep 9, 2026 · 3.07K Views
6 Replies · 3 Reposts · 49 Likes
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Thanks for reading and have a great rest of the week!
Casey Donaldson