I try to see the market as it is and not let the nefarious goings on beneath the surface affect me too much. Indeed I
Category: Interest Rates
Wanna Get SOMA Them Bonds?
It is notable and a little funny how the followers of 3G (Gurus Gross & Gundlach) have gotten hammered here as the Fed makes its
About Those Bond Yields
It was just a little over a week ago (May 20) that NFTRH 500 presented a case for caution on the rising bond yields tout
The Continuum ™ Updated
We have watched every step of the way as the 10yr yield hit and now crossed through its target of 2.9%. But what of the
Cold, Hard, Dividend-Paying Cash
Well, not really. It’s all levered to financial chicanery of epic proportions, so it’s not cold, hard cash because there is no such thing. But
3 Amigos of a Different Kind
With the big picture macro implications of this potential secular crossroads in yields… …it is probably important to keep an eye on companion indicators to
Treasury Yields: A Stroll Through Recent History
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
Yesterday’s Market Uproar
Yesterday the market shit its pants because a group of eggheads ruminated about inflation and interest rates. Nothing had changed except that the market found
10yr Yield Amigo Officially Hits Target Today
He’s the one in the middle, looking like he’s bracing for something… The 10yr yield has officially hit 2.9% today (the 30yr still has a
Post-CPI, “Inflation on the Rise”
All according to plan, I might add. Well, the “sending markets tumbling” part is its own animal. But as far as inflation fears and Treasury
Amigo #2 (the 2-headed one) Rides
Not to be lost in the excitement of the USD bounce, Amigo #2 and his 2 heads are jumping today. 10yr yield looks for all
USD/Euro to Be the 4th Horseman?
I find the previous two monthly charts of USD and Euro to be of such great interest that they could well be assigned the designation
Amigo #2 In Gear, Joining Amigos 1 & 3?
Amigo #2 made a big pop today and as such continues to rise with #s 1 (Stocks vs. Gold) and 3 (the 10-2 yield curve).
The Weakest Amigo Rides Again
Out of the three, stocks vs. gold, nominal long-term yields and the yield curve, it has been the nominal yields Amigo that has been the