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.
Here's why as the 'ARKK' has trouble keeping afloat, I've got my eyes on these bond ETFs and other funds.
That's a question I get asked a lot. So, let's dig in.
Dividend stocks are swell, but for those willing to take on risk there are other options.
The themes involve inflation, fiscal stimulus, cryptocurrency and whether we're at peak growth.
The belief that a lot of companies will adopt bitcoin on their balance sheets is heavily overstated.
Thoughts and observations on Treasuries and the direction of interest rates.
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.
Three things tell me not only isn't there a bubble, but we actually might see a near-term bounce from a trading perspective.
Cyber hacking, Covid mutations and other pressures are weighing on the market -- so this is what to do now.
When I was started at Goldman Sachs 38 years ago, I was schooled on bonds vs. stocks. The tables, however, have turned.
Be very careful using bonds as a hedge here against your equity position.
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.
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
The rally Monday seemed to please few; also, let's check in on that thick-lined Nasdaq channel chart and HYG.
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
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.
Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.
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.
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.
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.
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.
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.
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.
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.
After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.
For reliable income, a portfolio strategy generating monthly payouts, an opportunity in dividend kings, and favorites among taxable bond funds.
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?
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.
Focus on the big picture and you'll see there has never been a less favorable time to own fixed income.