Here’s why. Much as I combated tooth and nail the BOND BEAR MARKET!!! b/s that got everyone off sides (risk ‘off’ bonds were contrarian bullish
“The Harbinger of Doom”? Of course we (well, the media) are talking about the yield curve AKA Amigo #3 of our 3 happy-go-lucky riders of
In this post Steve Saville shows the long-term correlation between the 30yr bond and the Gold/Commodities ratio. Revisiting the Age-Old Relationship Between Interest Rates and Prices
See… Trump delivers another attack on Fed, calling central bank the biggest threat Here is the entire article (blurb)… President Donald Trump unleashed another attack
Donald Trump whines, throws tantrums and soils himself over the Fed’s persistent (and correct) course of tightening on the Fed Funds rate (FFR). But this
It has been a long while since the last Amigos update because frankly if the characters, images and shticks I invent to portray market status
5+ hours until the next rate hike. According to the futures wise guys @ CME Group the Fed will be boosting by another .25% today.
You have better things to do than read droning macro analysis or long, drawn out investment theses. It is a weekend in the dead of
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
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
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly
We have watched every step of the way as the 10yr yield hit and now crossed through its target of 2.9%. But what of the
They are giving us the play-by-play on why the stock market is puking (click the headline to go to Bloomberg and read all about it).
Because certain sectors like Materials, Industrials (both of which I am short) and Financials (why am I not short?) tend to benefit when bond yields