Bond Funds
There's a 'Weak' Link in Low Volatility Funds
I am increasingly concerned about the amount of money flowing into these funds, largely because these flows represent 'weak hands.'
My Worth Is My Bond
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.
How Low Can Treasury Yields Fall in the U.S.?
Let's look at a number of charts to get some perspective on this investment arena.
I Read the Fed Minutes. Here's Why I'm Concerned
My advice after diving into the 15-page document: Tighten your exposure to stocks, and don't even consider selling your bonds.
With Yields Low, Should We Buy Stocks and Sell Bonds?
The risk/reward of being short U.S. bonds and long the S&P 500 for a trade makes sense at these levels.
Inverted-Yield Curve Isn't Really Such a Curve Ball
Why this much-hyped move isn't so special and how to play it to your advantage.
Don't Be Suckered by the Recent Treasury-Bond Rally
But do think about refinancing your home mortgage.
Dissecting the Rate Cut
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.
Where the Fed Is Headed
The Fed appeared to hint that a cut could be coming later as it focuses on expansion -- here's what that could mean.
Plot Thickens: While Fed Unlikely to Cut Now, July May Be Different Story
The longer the Fed waits to cut, the lower rates will ultimately go, but so far there's little hint of action to come.
Stick With the Shorter Side of the Yield Curve in This Market
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.
Income Strategies for Volatile Times: Munis, Treasuries and Bond Ladders
There are an array of low-risk, fixed-income opportunities to consider for investors seeking shelter from a stormy market.
How to Allocate Your Income-Generating Assets Now
My 'Hopium/Doomium' model has stood the test of time.
How to Play the New 'Perma-Dove' Federal Reserve
Wednesday's FOMC minutes convince me that the central bank is becoming less strict about preventing inflation.
Don't Go With the Flow: There Are Better Places to Invest Than High Yield
What I would rather invest in to get similar yields.
The Fed's New Dovish View Has Huge Consequences for the Markets
Look no further than Europe for why the Fed has make this shift.
Chart of the Day: Citi's Stabilization Comments Buoy Banking Sector Sentiment
If one is betting on a sustained surge from Citi, bigger banks could be bullish bets.
2019 Will Be a Good Year for Income Investors
For the first time in years we don't have to sacrifice quality to maintain income.
Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers
The evidence that inflation Is slowing Is mostly circumstantial.
Why These Countries Are Dumping U.S. Treasuries and What It Means for the Dollar
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 Get Burned by the 10-Year Treasury Yield: June Trading Strategies
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.
Where Investors Should Look for Safety and High Yield
Advisers say investors seeking safety and a yield greater than 3% could consider these two asset classes.
Novice Trade: TLT
I like owning July calls in TLT, as the Fed will have a hard time hiking rates 3 more times this year.
6 Top Tips for Income Investors in the Current Environment
From overweighting dividend stocks to avoiding high-yield bonds, this is how I'm playing things here.
Volcker Rule Revisit Unlikely to Revive Fixed-Income Trading
Potential reform of the Volcker Rule won't revitalize the bond market.
How to Play a Coming U.S.-Chinese Trade Deal
Four steps income investors should take now, as Presidents Trump and Xi will likely play nice.
What the Fed Decision Means for Stocks and Bonds and How I'm Playing It
Tricky crosswinds facing the central bank will have major implications on the markets.
How Target-Date Funds Could Fit Into Your Investing Plan
Investors worried about stock-market volatility might want to add so-called 'target-date funds' to their portfolios.
Fear the Move in Semiconductor Stocks?
It is sloppy and a bit ugly out there today but there are no signs yet of a major turn to the downside.
Worried About Rates and Bond Risk? Here Are Some Income Options
Options for ETFs that hold short-term Treasury bills and floating rate investment-grade bonds as well as other strategies.