Some messages from bonds this week, and mercifully no mention of the Amigos even though 2 of them are implied below. :-) 2s and 10s are accelerating the uptrend and…
Long-term bond yields are rising this morning, and you will notice, the 2yr is rising more than the 30yr. So not only is this a boost for the 'nominal yields…
Folks, the 'yield's rising to the limiters' near-term plan has been frustrating. Not for my own investment and trading because I've stayed balanced with a focus on interest rate neutral…
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond…
[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my…
The US currency is up this morning and surprise surprise, gold, among other things is down (gold bugs should not be in worry mode, they should be in general preparation…
I've added to my position in SHY, a short-term Treasury bond fund that I use as a 'cash equivalent' and find to be an excellent portfolio balancer, among others. I…
I hesitate to do these updates after roiling market events because they feel more like news reporting than market analysis. Gold got hammered! Silver got hammered! The miners got hammered!…
I tend to cringe when newsletter writers, bloggers and various other would-be geniuses tout their winning calls because for every call broadcast to the world there are usually at least…
Rather than go through the clunkiness of writing on Word and creating a PDF file I thought I'd pop this week's abbreviated NFTRH 454 right onto the website as a…
Excerpted from the June 25 edition of Notes From the Rabbit Hole, which also included comprehensive analysis of US and global stock markets, commodities, precious metals and stock charts galore…
The top panel is junk vs. long-term Treasury and the bottom panel is nominal junk. HYG/TLT is poking below the 200 day moving average today with a support line just…
The June 18 edition of Notes From the Rabbit Hole has a few less stock charts this week in order to ramp up the macro talk, which appeared periodically through…
The 10yr yield has formed a pattern that has some potential at least. On its own it does not support a bullish view on yields (bearish on bonds), but suffice…