Folks, more to come on the implications, you can be sure. But as relates to our earlier update on the Banks/Financials, which depend on a weakening bond/rising interest rate scenario,…
This is actually a tag-along to the regular 'Bonds' segment in NFTRH 444. As I was finishing up the report I happened to see this humorous headline, in all its…
Outside of Japan (and its vulnerability to a rising Yen) and Russia (RSX may be declining toward the 18-19 buy area, for those bullish on Russia), most global stock markets…
Per this post at Biiwii, EWI is opening its doors to an aspect of their service that is really not my preferred mode, which is intensive in-day management. Still, I…
Look, we are all wrong sometimes. That is because the markets are this way one day, that way the next and then something else the day after that. That is…
So here we are. The president gave his first address to congress and the Fed's Dudley and Williams ate microphones and jawboned a rate hike sooner, rather than later. The…
Admin note: An unexpected commitment has popped up and I will be on the road today and tomorrow. I think we've illustrated well enough what is in play for many…
Bonds have gotten hit pretty good lately and yet the contrarian data (Commercial hedgers very net long and the Public is very hateful toward bonds) never did relinquish during the…
The public loved itself some T bonds when it was being sold the global NIRP fear trade, and now the public wouldn't own a bond if it were the last…
90% (my low-balled estimate) of you, the investing public, are herding when it comes to the bond market. You may not know it because the overwhelming psychological atmosphere is to…
Forbes wants you to Get Ready for a Bond Meltdown. "The obsession of the Federal Reserve and other central banks with keeping interest rates at extremely low levels has grossly…
Very few words are needed here. When gold began to cycle upward and change trend vs. positively correlated items, a bull phase was indicated. Now gold is broken vs. most…
The 30 year yield remains over bought (i.e. long-term bonds are very over sold) on the hysteria, and is a little red. The 10 year is still at its highs…
I felt a little lonely spotlighting Treasury bond yields all those weeks ago, while today's momo market players were bearish on stocks and owning Treasury bonds in risk 'off' mode. …