Corporate Bonds
Evergrande's Troubles Leave Unbuilt City the Size of Los Angeles
There are homes that could house an urban population of around 4 million now under construction by Evergrande alone.
A Day Never to Forget, Red-Hot Debt Market, Moderna Marches On, Biden Thumbs Up
Plus, Zscaler largely delivers for its owners with its latest results.
How Long Can Rates Stay This Low?
That's a question I get asked a lot. So, let's dig in.
This Is a Tough Environment to Forecast Rates
With so many questions around inflation, COVID, the Fed, and stimulus and policy, it's hard to determine what will happen in the rates market. Here's my take.
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.
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.
Here's How to Position Yourself as the Week Kicks Off Poorly
Cyber hacking, Covid mutations and other pressures are weighing on the market -- so this is what to do now.
Mysterious Mnuchin, Vaccines at the Ready, Carnival Isn't Cruising, 2 Big 'W's
A look at the charts of Advanced Micro Devices and Tesla, plus a review of the 'broadening' market action from Thursday.
Here's What to Make of Bond Market Gyrations
There also are multiple ways to look at what to expect next from Treasuries and junk bonds and how to act accordingly.
Jim Cramer: Think Bonds Are Safe Bets? Think Again
When I was started at Goldman Sachs 38 years ago, I was schooled on bonds vs. stocks. The tables, however, have turned.
My Case for Treasury Yields
Here are some trade ideas that include being long corporate bonds right now.
America's Draghi Moment Keeps Sustaining Stocks
The belief that there eventually will be more fiscal stimulus is holding bears at bay and letting the bulls run wild.
Here's Why You Should Toss Ackman's Bond Reveal in the Junk Bin
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
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.