Recent banking news, while positive in terms of relief, is most likely a negative going forward in terms of future credit creation.
Things are moving fast, and believe it or not there's even some 'good-ish' news out there.
If you buy the 2-Year because you're afraid stocks will fall further, you could be end up buying stocks higher later. Here's my take on this Treasury play.
There are a few factors that will determine whether the bull is charging again, and most aren't arguing in its favor just yet.
There is a huge divergence of opinions on Qurate. The credit market is implying it is a seriously troubled company. Equity analysts, though, make the case for a major rebound.
They are fighting expectations as much as anything and hammered home their alleged willingness to hike rates in the face of bad economic data.
Something is going on behind the scenes, and I am back to very nervous on risk, including bonds and commodities, not just stocks.
Here's why the banks could take it on the chin over the next few weeks and how I'd play it.
If you're looking for yield and are OK with risky junk and other below-grade debt, then check out these three funds.
Here's my thinking on the Nasdaq, bonds, energy, commodities and crypto right now.
Higher interest rates tend to favor banks, but they also could result in outcomes that would have negative impacts on financial institutions.
These sector-specific funds give shareholders exposure to companies they otherwise would not be able to allocate to.
The credit market is on weak footing so far in 2022. Here's my take what's driving the selling and why not all selloffs are the same, why there's no panic and how to find an entry point.
Chinese property developers Evergrande and Kaisa are not responding to creditors, who say they haven't received principal and interest they're due.
Let's simplify as much as possible what is occurring in the bond market, and what it means for investors.
Shareholders still risk being left with nothing from Evergrande stock as regulators tell Chinese developers to protect offshore bondholder interests.
There are homes that could house an urban population of around 4 million now under construction by Evergrande alone.
Plus, Zscaler largely delivers for its owners with its latest results.
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.
Dividend stocks are swell, but for those willing to take on risk there are other options.
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.
Cyber hacking, Covid mutations and other pressures are weighing on the market -- so this is what to do now.
A look at the charts of Advanced Micro Devices and Tesla, plus a review of the 'broadening' market action from Thursday.
There also are multiple ways to look at what to expect next from Treasuries and junk bonds and how to act accordingly.
When I was started at Goldman Sachs 38 years ago, I was schooled on bonds vs. stocks. The tables, however, have turned.
Here are some trade ideas that include being long corporate bonds right now.
The belief that there eventually will be more fiscal stimulus is holding bears at bay and letting the bulls run wild.
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
Some will tell you that the bond market is pricing in doom and gloom. But is that really the case?
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