Junk Bonds
Here's the Problem (and My Strategy) If You're Playing the Game of Risk
Analysts are often reluctant to update forecasts, or just don't bother to update them, so they have a built-in 'lag' effect.
Floating-Rate Debt Helps Lift This ETF
The American Century Multisector Floating Income exchange-traded fund stands out in this economy.
The 2-Year Treasury at 5% Looks Hot, Maybe Too Hot
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.
New iShares Funds Offer a Compelling Buy/Write Option
The popular fund name that brought us bond exchange-traded funds like TLT and HYG, has been a first-to-market mover with its launch of a series of offerings.
Cult Classic AMC Takes a Confusing Turn for Investors
Grab some popcorn as we look at AMC after its 'APE' shares began trading, financial media fumbled the numbers, and a competitor is hit with bankruptcy fears.
It's a Challenge to Figure Out When to Buy the Dip
And it isn't much easier to know when to sell in this market, either.
New Gang of ETFs Is Back on the BondBloxx
If you're looking for yield and are OK with risky junk and other below-grade debt, then check out these three funds.
Credit to Crypto: How I'm Positioning After the Rise of Risk
The broad stock market indexes shot up around 7% last week, and now we head into several Fed talks. Here's why I'm in a buy-the-dip mood, my views on credit exchange-traded funds and more.
BondBloxx ETFs Trailblaze Path in High Yield Corporate Debt
These sector-specific funds give shareholders exposure to companies they otherwise would not be able to allocate to.
There's a Lot More Than Omicron Impacting This Market Now
There are other reasons that contributed to Friday's selloff that still need to be resolved.
Befuddled by Bonds
Let's simplify as much as possible what is occurring in the bond market, and what it means for investors.
Evergrande Heads Off Default by Wiring Money on Offshore Bond
The troubled real estate developer has cobbled together the cash to make an overdue bond payment one day before the grace period expires.
What, Me Worry? Here's Why I'm Cautious on Risky Assets Right Now
With global energy woes, China real estate troubles and Washington's potential for disappointment, I'm moving toward some old income favorites.
The Fed Is the Least of My Concerns
In response to the Evergrande situation, look for China to further its domestic focus at the expense of its global focus.
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.
Sell High Yield -- And Buy Leveraged Loans
Here's why I see leveraged-loans as the way to go, and the exchange-traded funds I've got my eyes on.
It Has Been Quite the Month, but I'm Preparing for the Next Market Hiccup
The strong rally in equities in November has been welcome, but there are abundant reasons to be cautious going forward.
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.
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.
'Not Much More' Fed Can Do. Now, We're on Our Own
With Fed's toolbox emptied and a big stimulus package unlikely, here's what I see for the economy, credit markets, and ... yes, stocks.
We Had a Selloff. But Does the Fed Care?
Here's why your stocks matter little to the Fed, and how the selloff seeped into the credit markets.
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.
Treasury Yields Post-Covid, Reading Fed Tea Leaves and Junk Bond Intrigue
A Fed governor speaks of accommodation, and AMC Entertainment's bond maneuvers serve as a warning to those who swim in the high-yield pool.
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.
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?
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.
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.
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.
Watch the Rate of Change of Covid-19 Infections vs. Fed Largesse
QE does not produce growth, it just delays the inevitable problem and kicks the can further down the road. Meantime, we have a curve ball (the Fed) that keeps throwing trillions at the market, buying riskier assets each time.