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.