Bond Funds
Whether You're Talking Stocks or Bonds, It's Hard to Fight the Bear
The bear clearly has the upper hand, though that doesn't mean it isn't worth stalking bullish reversals in both asset classes.
5 Favorite Closed-End Funds for Retirees and Income Seekers
These CEFs invested in diversified areas offer reliable streams of income and attractive yields.
Dip Buyers Need to Identify the Market's Direction and Go With That Flow
The iShares 20+Year Treasury Bond ETF and Invesco QQQ Trust serve as examples of why to follow that advice.
We Rallied on Dismal News. I've Got an Idea Why
I didn't think stocks could do as well as they did, on close to a -1% GDP print, so let's try to figure out why and look at some specific areas to invest or avoid.
Amid Erratic Market, We Can Make Some Educated Guesses
Here's my view on the chance of a recession, rate hikes and liquidity.
It's a Challenge to Figure Out When to Buy the Dip
And it isn't much easier to know when to sell in this market, either.
I'm Mostly Neutral Toward the Markets, But I've Got to Tell You, I Like Munis!
Municipal bonds are cheap by almost any measure and they are an asset class that seems oversold at this point.
Is the Economy Throwing Us a Curveball?
Amid chatter of inflation and recession, something strange is happening with the yield curve. Let's see what it could be telling us and what other signs (hint: housing) to watch.
It's the Season for Tuning Up Your Income Portfolio
Here are ideas for where to put your money with a bunch of ETFs that offer options along the risk spectrum.
Prep for Another Round of Equity Weakness
Here's why I suggest steering your portfolio to value, to dividends, to low-multiple and easily understood companies.
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.