Bond Funds
I'm Hot on the Economy, Not on Treasury Rates
The economy right now appears stronger than it was 2018, and therefore should soon push yields higher than what persisted back then. Here's my case.
I'm Giving Credit Some ... Credit
Here's why as the 'ARKK' has trouble keeping afloat, I've got my eyes on these bond ETFs and other funds.
How Long Can Rates Stay This Low?
That's a question I get asked a lot. So, let's dig in.
Looking for an Oasis or Two in a Yield Desert
Dividend stocks are swell, but for those willing to take on risk there are other options.
Market Consolidates as It Ponders How 4 Themes Will Play Out
The themes involve inflation, fiscal stimulus, cryptocurrency and whether we're at peak growth.
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.
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.
Here's How to Position Yourself as the Week Kicks Off Poorly
Cyber hacking, Covid mutations and other pressures are weighing on the market -- so this is what to do now.
Jim Cramer: Think Bonds Are Safe Bets? Think Again
When I was started at Goldman Sachs 38 years ago, I was schooled on bonds vs. stocks. The tables, however, have turned.
Preparing Your Fixed-Income Portfolio for Rising Yields
Be very careful using bonds as a hedge here against your equity position.
Making Sense of the Big Move on 10-Year Treasury Yield
The 10-year Treasury yield had its largest single-day rise since June 5, and here's what the current sell-off could be telling us.
Here's Why You Should Toss Ackman's Bond Reveal in the Junk Bin
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
Bear Nor Bull Seems Too Happy Right Now
The rally Monday seemed to please few; also, let's check in on that thick-lined Nasdaq channel chart and HYG.
All Eyes Are on Fed's Corporate Bond Buying Scheme
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
Would a Common EU Bond Give U.S. a Run for Its Money?
The European Union has unveiled a historic proposal to fund fiscal stimulus through a common bond issuance, and it could mean real competition for the U.S. Treasuries.
Average Joe Has One Up on the Smart Money, but for How Long?
Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.
This Is One Interest-ing Week: 20-Year Bond Auctioned, Fed Minutes Out
The Treasury completed its first auction of a 20-year bond since Ronald Reagan was president and the Federal Reserve released the minutes from its April meeting, so let's dig in.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
Making Sense of These 3 Big Headlines of the Week
Here's my take on the Fed's corporate bond ETF buying, Germany's ruling on quantitative easing and the Treasury's decision on new bond sales.
Don't Let Sleepy Fed Meeting Fool You
This is a game in which Jerome Powell & Co. have played their turn, and now await their opponent's move; also here are the bonds to own now.
Now, the Fed Catches 'Fallen Angels,' Too
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.
Team, We Are in a Heck of a Jam
But as jobless claims explode while the coronavirus takes its toll, we have heroes at the nation's hospitals and heroes delivering packages and stocking shelves, and we have possibly the greatest Fed ever.
Know These Plots and Characters to Guide You as This Drama Unfolds
As the Covid-19 crisis takes its toll on our people and economy -- and the world's -- we must break things down as simply as possible to see what's happening.
I'm Dusting Off My Old Playbook for Bonds Right Now
After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.
Three Strategies for Income Investors
For reliable income, a portfolio strategy generating monthly payouts, an opportunity in dividend kings, and favorites among taxable bond funds.
Let's Unpack the Recent Downgrades to Junk
Kraft Heinz, Macy's and Renault have all recently been downgraded, and now the question must be asked: Is this the start of something bigger?
Unpacking Jobs Numbers, Fed Intentions, Coronavirus
Those employment numbers don't look so rosy after all -- and here's why Europe will feel the virus' effect before we do, and what's up with the Fed.
Stay Far Away From These Investments
Focus on the big picture and you'll see there has never been a less favorable time to own fixed income.