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.