A Lender Carry Trade; an Old Theme Revisited

Excerpted from this week's premium report, NFTRH 282: Last June when tidbits about a would-be future ‘taper’ of T bond purchases (QE) were popping up in the media NFTRH 241…

Comments Off on A Lender Carry Trade; an Old Theme Revisited

A ‘Carry Trade’ Returns?

As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know?  The…

Comments Off on A ‘Carry Trade’ Returns?