Sentiment Still Constructive for Bonds

Whether it’s the interplay between 10yr and 2yr (i.e. the Yield Curve) or the state of nominal bonds/yields, they are central to everything, along with our old friend Uncle Buck. If long-term yields are to rise (bonds decline) then investments should be tailored one way. If yields decline (bonds rise) then there’s a whole other positioning regimen. Here’s the still contrary bullish state of the … Continue reading Sentiment Still Constructive for Bonds

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NFTRH; Projections: Updating Yesterday’s Update (priority: high)

Yesterday we concluded… Bottom Line Market Internals are holding up and with the summer volumes caveat, the US stock market is breaking out (barring a head fake & whipsaw) to the alternate view and a target of SPX 3000+. The signaling may evolve once again to ‘anti-USD’. Let’s keep an eye on that. Global stocks are still trending down and have bounced as far as … Continue reading NFTRH; Projections: Updating Yesterday’s Update (priority: high)