Well, that remains to be seen. We are watching the tone of earnings season as the stock market grinds out its ongoing top-test. But aside
Tag: bonds
Yield Decline to Persist?
Public sentiment, so well tended to the bond-bearish side of the boat by the media and its experts, is not yet fixed (i.e. not yet
Aftermath of the Latest Bonds/Yields Media Hype Campaign
None other than “BOND KING” Bill Gross was served up on a platter (along with side orders of Dalio, Tudor Jones and Gundlach) for mainstream
Wrapping Up an Eventful Week in Bonds and Stocks
US Treasury Bonds/Yields On May 20 we presented a case in NFTRH 500 that the bearish bond play (bullish yields) was done, at least temporarily,
Correction on SOMA
Because every once in a while wise guys writing about the markets are going to have a brain glitch and be flat out wrong on
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
Gold, US Stocks and Bonds
I’ll try to keep things simple with this recap of the 3 of the 5 major food groups (leaving aside commodities and currencies) for investors.
More Inflation Signaling From TIPS Ratios
Just a quick note that the laggard ‘inflation expectations’ gauge… …is starting to follow the leader ‘inflation expectations’ gauge upward. Subscribe to NFTRH Premium for
Did Someone Say ‘Inflation Trade’?
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment… With 2-10yr Treasury yields rising anew this week (as 30yr yields
30yr Yield and S&P 500
A stroll through time with TYX & SPX. A great bull market in stocks began in the early 1980s after yields topped out and began
Experts as Contrary Indicators (Bonds Edition)
I want to begin this post by again noting publicly that feel like I clowned myself yesterday in my own trading and in my lack
“Slaves to Government Paper” & Gold and Silver Supply/Demand Funda
Yes, it is Keith Weiner again, slightly blowing my mind with the way he looks into central banking, debt, the US dollar and gold and
Bonds, Inflation & Amigos
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological
No Longer a Bond Holder, But There Remains a Lesson Here
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