The Continuum; center stage during next week’s inflation data fest
The 30yr Treasury yield takes center stage as inflation data come in With next week's inflation data orgy we may find out if this chart is truly on its way…
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May 5, 2022
The Best Position
With the post's title I am speaking for me; a person who cannot possibly be a committed bull due to my idealist revulsion at what the bull market was built…
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October 24, 2018
Stupid Cash Holders
A so painful it's funny post by Otto over at IKN brings to light how even the best and brightest can be made to look stupid by the markets (it's…
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February 6, 2018
Not at Odds; Long Miners & Profitable Today
I try really hard to have balance. Sometimes it works and other times it doesn't, either due to a miscalculation on my part or a market ripple of some kind.…
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September 11, 2017
A Great Day in the Market! So What?
This is one of those posts that started out as a regular blurb and then it just wouldn't stop talking, rambling on, getting a little preachy here, promotional there and…
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May 25, 2017
Junk’s Bearish Market Divergence Continues
Junk bonds have bounced with Santa (nominal HYG, top panel), but have remained locked in downtrend all through the bounce. Further, Junk vs. Investment Grade and long-term Treasury are still…
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January 2, 2015
Junk Bond Echos
Hey Bueller, junk bonds are doing what? Dropping. Junk bonds vs. quality bonds are doing what? Dropping. Heading into October junk bonds and ratios did what? Anyone? Beuller? Look, I…
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December 1, 2014