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.