Trying to figure out where to invest next by analyzing the economy at large seems like a fool's errand. Monday's price action is a perfect example. For the past couple of months, the economic reopening was the investor theme of the day. The economic rebound seemed to signal the all clear sign to both spend and invest more aggressively. But at the drop of a hat, equity prices fell by about 2% as falling bond yields signal economic weakness dead ahead.
