Corporate Bonds
What the Bond Market Is Telling Fixed-Income Investors
Some will tell you that the bond market is pricing in doom and gloom. But is that really the case?
Here's How to Navigate the Great Debt Binge of 2020
The risks are likely different from what you've been told. Here's what you should be watching instead and how it could impact your investment decisions.
The Wild World of Corporate Bond ETFs
I decided to look into this space to get a sense of what is priced in. The answers surprised me.
The Economy and the Virus, Watching Industrial Commodities, Treasury Yields
Is cash still king? Hard to say for sure. Do investors need to be diversified? Yes.
Believe It or Not, New Highs Are Likely in the S&P 500
We're looking for the VIX to work its way lower over time and the S&P higher, but it'll be a bumpy ride.
All Eyes Are on Fed's Corporate Bond Buying Scheme
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
Wondering About Raised Rates? Don't Even 'Think' About Asking
At least don't think about asking Fed Chief Jerome Powell. The Fed concluded its June meeting, and here are my takeaways.
Would a Common EU Bond Give U.S. a Run for Its Money?
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.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
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.
Making Sense of These 3 Big Headlines of the Week
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.
Once Again Apple Is Showing Its Leadership Abilities on the Charts
Let's review the charts and indicators.
Don't Let Sleepy Fed Meeting Fool You
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.
Here Are 3 Investment-Grade Corporate Bonds With Strong Franchise Value
I'm focused on buying longer bonds, mostly in the 10-year maturity range.
Now, the Fed Catches 'Fallen Angels,' Too
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.
Team, We Are in a Heck of a Jam
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.
Jim Cramer: The Fed and Treasury Are Skating Ahead of the Curve
Jay Powell understands the history of the Fed and the mistakes it has made.
Know These Plots and Characters to Guide You as This Drama Unfolds
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.
I'm Dusting Off My Old Playbook for Bonds Right Now
After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.
Credit and the Fed Lead the Way
Watch these three ETFs for the signs that Fed support is working.
Let's Get Our Hands Around This Market -- Just Make Sure They're Clean, First
Let's review the positives and negatives of what's happening right now.
We Can Fix the Liquidity Crunch, But Can't Avoid the Economy Crunch
Action in a lot of these other securities only makes sense if there is a liquidity squeeze going on.
Let's Unpack the Recent Downgrades to Junk
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?
Stay Far Away From These Investments
Focus on the big picture and you'll see there has never been a less favorable time to own fixed income.
Don't Trash Junk Bonds: There's a Logic Behind Winning Their High Yields
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
A December to Remember: A Look at Fed Action from Last Year
Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.
We're Seeing Something Strange in the Credit Markets Right Now
BB- and B-rated bonds have performed well lately, but CCC-rated bonds are a different story -- this divergence hasn't happened in nearly two decades and it gives clues about what to expect for 2020.
Why a Walgreens Buyout Could Stink for Corporate Bond Investors
Reports of two potentially major buyouts show the risks of late-cycle corporate bond investing.
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.
How to Allocate Your Income-Generating Assets Now
My 'Hopium/Doomium' model has stood the test of time.
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.