On a day the Nasdaq ran 2% and the S&P 1%, Cem Karsan of Kai Wealth points past the rally to the relationship underneath it. The 10 year yield and oil together have reached levels not seen in about 35 years, a marker last touched around 1991, and over the last few sessions both have started to pull back from that extreme, with the 10 year easing off its 5 percent high and oil down several days running. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 A huge day for the tape 02:20 The post opex unclench 03:40 Oil and the 10 year roll over 05:00 A 35 year high, back to 1991 06:30 Is this the start of the unwind 08:10 The oil and bond trades are not over 10:30 Who actually controls oil 13:20 Dispersion is becoming a thing 15:10 Why it is a one month trade 17:00 The longer vol expans...