30yr-5yr Curve Grinds Upward

We asked the question previously of the 10-2, and now we ask whether it is good that the 30-5 is grinding upward on this phase as opposed to February's dynamic…

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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 adjustments of US Treasury security…

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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 that was vigorously in play…

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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 big daddy, AKA the 30yr…

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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 SHV (T-Bill fund/cash equiv.) is…

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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 long-term yields. Subscribe to NFTRH…

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