Inflation Hedges: Here's Where I'm Looking to Put My Trades
If inflation doesn't translate to higher Treasury yields, here's where will it appear and what you do to benefit from it.
Don't Be a Dip-Buying Hero Now
There are three key reasons why investors should resist the urge here.
Treasury Holders Are Complacent: They Shouldn't Be
Investors have been content holding duration and interest-rate risk despite the red flags. Complacency rarely ends well.
The Fed's Inflation Push and What It Means for Your Investments
With unemployment at 10%, the 'water in the pot' is pretty cold.
Bond Prices Will Move Before Normalcy Returns
Here's my 'counterintuitive' bet on lower Treasury prices, and therefore higher rates, right now.
Jackson Hole Preview: Everything You Need to Know Before Powell's Big Speech
Expectations are high for what's likely to be a news-making speech by the Fed Chair. Here's why it matters to investors.
What the Fed Said and What It Means for Investors
There were three simple investment conclusions from the Fed minutes.
Mammas Don't Let Your Babies Grow Up to Be Treasury Traders
Unlike equities, or at least the Nasdaq 100, there is little conversation about credit getting back to all-time tight levels -- or even where they were in January and February.
It's an 'Oliver Twist' Week for Earnings and Fiscal Stimulus
Some form of fiscal compromise is widely expected, but I see three risks.
What Bonds Are Telling Us Now and Why I'm Eyeing Financials Again
Financial stocks continue to struggle. But should they?