Based on my little AI assistant:

If bond yields rise while stocks fall, it suggests:

- A potential breakdown of confidence in fiat credit systems (people fleeing both paper assets).

- A shift in perception: from monetary illusion (artificial boom) to economic reality (capital misallocation).

- Possibly a move toward higher time preferences — people want more immediacy in consumption or certainty in assets.

- The consequences of malinvestments being exposed as unsustainable once credit expansion slows or reverses.