The lesson is that when the media loudly trumpet Thing 1 (in this case the bond bear that Bill, Ray and Paul were alarming everybody about) you might want to…
[edit] Today I took profit (principal & interest) on 7-10 year Treasury fund IEF in order to concentrate on the shorter end of the curve for 'cash equivalent' income. With…
This morning's post highlighting Jim Grant's bond market/interest rate views (by way of Heisenberg) prompts me to reproduce publicly NFTRH 490's short bond segment. I may be known as the…
Well, Biiwii certainly is busy this morning with burning questions about inflation, deflation and especially the bond market. Charlie Bilello checks in from a practical standpoint (and later will have…
Thank you sir for putting some rational talk in the media and thank you Bloomy for putting him out there amid all the inflation and bond bear hysterics going on.…
See, the headline says so. You can click it for the article. Hedge-fund veteran Paul Tudor Jones has joined the growing chorus of big hitters in the fixed-income world warning…
So how long ago did we begin seriously entertaining higher long-term Treasury yields? Well, per these posts, it was before Halloween that we noted the daily chart breakouts and began…
The following is an excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class 'throw-in' but instead are…
Look, I am not trying to predict anything. The new buzz phrase I find myself clobbering NFTRH subscribers with lately (and not just with the bond market) is about not…
When writing things from a contrarian perspective, like the preceding post discussing a bullish contrary setup for the 10yr bond, I find it helpful to remind readers who was bearish…
The risk in the Treasury Bond/Note market is in not having any Treasury bonds. At least that is what the sentiment backdrop is saying. I hold a ton of SHV…
Reference this post from December 2016... Bonds: 90% of You Are Herding ...and this sentiment graphic (source: Sentimentrader w/ my markups) from that post and the bullish implication it carried:…
No. I am the one after all with all the red arrows on a chart I call the continuum, aren't I? My view is that the odds are that this…
So I increased my position against junk bonds. A possible H&S top forming in HYG. As long as the now down turned SMA 50 contains the price this chart will…