After Many Big Misses, an Arrogant Fed Would Do Well to Show Some Humility

The Federal Reserve definitely is more confident in its forecasts than it should be based on its track record over the last decade.

Buy Tech Company Bonds Instead of Their Decaying Stocks

Thursday's stock market rout is just another reminder that flat yield curves and equity investing do not mix.

Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers

The evidence that inflation Is slowing Is mostly circumstantial.

Appetite for Fixed Income Is Rising, and This Chart Shows Us Why

Interest rates tell us a story.

Taking a Leap of Faith Is the Only Way to Invest Right Now

This week is do-or-die for the market, as the bear and bulls continue their tug of war.

A Yield Curve That's Flat Like Colorforms Isn't Child's Play: Market Recon

The narrowing of spreads on Treasury notes remains a matter of concern, as we also look at Coupa Software.

The Most Important Credit Lesson I Ever Learned

What could a bunch of quant geeks learn from some boring head of credit? Turns out a lot.

Investors, and the Fed, Should Watch the Bond Market

Bonds have been up. Perhaps the market sees a weakening economy and is getting in front of a potential rate hike pause by the Fed.

What Should You Do With Your GE Bonds?

What seem like very small changes in risk perception lead to relatively large changes in bond prices.

Trump's Fed Bluster Likely Will Be Much Ado About Nothing

The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.