The income gap has flipped: stocks offer a record-low 1.07% dividend yield while bonds are paying roughly 5% to 7%. That puts a very different price on risk.
I've said this before.$META, $SPCX and $NVDA are offering corporate debt at 6%+ with some $SPCX debt already above 7%.
Meanwhile, the US 30-year Treasury is sitting around 5%.So why buy the “safe haven” when you can buy debt from some of the biggest companies in the… pic.twitter.com/ZJvzJ3dzIu
— Common Sense Investor (CSI) (@commonsenseplay) October 4, 2026
For years, investors were told “there is no alternative” to stocks.
Not anymore.
The 10-Year Treasury yield just hit a 24-year high (5.3%) while the S&P 500 dividend yield has fallen to an all-time low of 1.07%.
TINA is dead. pic.twitter.com/dKLyGRc6Lp
— Charlie Bilello (@charliebilello) October 4, 2026
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