Let's Talk About the Elephant in the Room
Traders have cashed in elephant-sized returns on a number of stocks recently, but this isn't a meme stock.
Does the Fed Have a Credibility Problem?
The Fed is saying they won't hike, but with recent moves in eurodollar futures, the market is saying 'we don't believe you.'
Is the Treasury Rout Over, or Just on Pause?
Investors who ignore last week's selloff in Treasuries do so at their own peril.
Bonds, Bitcoin and 'Bubblish' Stocks: Where I Stand on the 3 'B's
The belief that a lot of companies will adopt bitcoin on their balance sheets is heavily overstated.
What's Next for Bonds, TLT and Interest Rates?
Thoughts and observations on Treasuries and the direction of interest rates.
Buy Bond Funds Now
It was all 'fun and games' when the long end of the yield curve was rising, but when the 5-year Treasury yield started to move higher, that caught the Fed's attention.
Bond Dog Returns, Market's Boxing Lesson, Possible Fed Next Moves
The equity markets got bopped in the nose Thursday and were sent reeling.
Let's Pop All the Hype About a Bond Bubble
Three things tell me not only isn't there a bubble, but we actually might see a near-term bounce from a trading perspective.
What the Spike in Treasury Yields Means for Stocks and Other Markets
If rates are going to keep rising from here, both of these things need to happen.
3 Important Questions the Fed Answered Wednesday
Powell was asked a number of questions about asset bubbles and financial stability risks during his press conference.