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.
3 'Flextensions' Very Evident in This Market: Tesla, Oil and Bonds
Brexit is not the only big issue getting kicked down the road lately.
2019 Is the Year of the Debt Diet
Fear-mongering over risk of BBB credits was immensely exaggerated and hurt many people's returns.