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.

Want to Slow the Pain of Covid-19? Here's How

Here's my take on bonds and the economy amid the coronavirus outbreak, which policies would work -- and what to considering buying now.

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?

Brace Yourself for the Looming Junk Bond Deadline

As the debt markets sit in a moment of complacency, here's why you should check the balance sheet rundown on each stock you own.

Let's Prep Your Portfolio for 2020

From bonds to energy to emerging markets, an examination of what might be hot and what might not.

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.

What Happens if the Tanks Roll Into Hong Kong?

With Beijing amassing military hardware on Hong Kong's doorstep, it's worth counting the cost if the People's Liberation Army 'liberates' the city from pro-democracy protesters.

Lean, Mean Fighting Machines Emerge From Debt Diet

The catalyst for equities is now out of the bag, it is just a matter of finding companies with that catalyst before everyone catches on.