I am increasingly concerned about the amount of money flowing into these funds, largely because these flows represent 'weak hands.'
The bond market has no single-source indicator like the S&P 500, but looking at a variety of indexes, 2019 has been a terrific year.
Let's look at a number of charts to get some perspective on this investment arena.
My advice after diving into the 15-page document: Tighten your exposure to stocks, and don't even consider selling your bonds.
The risk/reward of being short U.S. bonds and long the S&P 500 for a trade makes sense at these levels.
Why this much-hyped move isn't so special and how to play it to your advantage.
But do think about refinancing your home mortgage.
While the Fed action was widely expected -- even if the market was hoping for clear signals of future cuts -- here's my read on what this means for markets and how I am thinking about positioning going forward.
The Fed appeared to hint that a cut could be coming later as it focuses on expansion -- here's what that could mean.
The longer the Fed waits to cut, the lower rates will ultimately go, but so far there's little hint of action to come.
This is why rates rose the day the Fed made such strongly dovish comments, and how you should manage your fixed income portfolio in response.
There are an array of low-risk, fixed-income opportunities to consider for investors seeking shelter from a stormy market.
My 'Hopium/Doomium' model has stood the test of time.
Wednesday's FOMC minutes convince me that the central bank is becoming less strict about preventing inflation.
What I would rather invest in to get similar yields.
Look no further than Europe for why the Fed has make this shift.
If one is betting on a sustained surge from Citi, bigger banks could be bullish bets.
For the first time in years we don't have to sacrifice quality to maintain income.
The evidence that inflation Is slowing Is mostly circumstantial.
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
Don't expect the market to take a summer vacation this year. We've brought in the experts to help you heat up your portfolio this summer.
Advisers say investors seeking safety and a yield greater than 3% could consider these two asset classes.
I like owning July calls in TLT, as the Fed will have a hard time hiking rates 3 more times this year.
From overweighting dividend stocks to avoiding high-yield bonds, this is how I'm playing things here.
Potential reform of the Volcker Rule won't revitalize the bond market.
Four steps income investors should take now, as Presidents Trump and Xi will likely play nice.
Tricky crosswinds facing the central bank will have major implications on the markets.
Investors worried about stock-market volatility might want to add so-called 'target-date funds' to their portfolios.
It is sloppy and a bit ugly out there today but there are no signs yet of a major turn to the downside.
Options for ETFs that hold short-term Treasury bills and floating rate investment-grade bonds as well as other strategies.