How did I get so bullish on bonds? Several factors.
Here's how I'd be playing things right now.
If there is a silver lining to rising interest rates it is that higher yields are now available to investors seeking income rather than growth.
They are fighting expectations as much as anything and hammered home their alleged willingness to hike rates in the face of bad economic data.
Think you can own big tech? You might just get an 'F' for that. Here's what will get you on the other side of this year.
And it isn't much easier to know when to sell in this market, either.
If you're looking for yield and are OK with risky junk and other below-grade debt, then check out these three funds.
I see three key takeaways from Wednesday's FOMC release.
Municipal bonds are cheap by almost any measure and they are an asset class that seems oversold at this point.
The setup on the weekly for the iShares 20+ Year Treasury Bond exchange-traded fund is a thing of beauty.
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.
Let's check the odds of getting $2,000 stimulus checks in the mail, how much to expect rates to rise, and whether we should really expect to see 'Modern Monetary Theory' in play.
The bet is now on rates hiking in the new year. Here's how to position best if that happens.
Some will tell you that the bond market is pricing in doom and gloom. But is that really the case?
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
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.
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.
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.
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.
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.
Jay Powell understands the history of the Fed and the mistakes it has made.
Is there a fear of inflation? Is there a chance to go negative? What's next? Here's what we can conclude from the body's own words.
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.
After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.
Action in a lot of these other securities only makes sense if there is a liquidity squeeze going on.
Here's how the central bank's actions might help.
Here's my take on bonds and the economy amid the coronavirus outbreak, which policies would work -- and what to considering buying now.
During the Financial Crisis, the bailouts were politically toxic. Today, not providing this kind of stimulus will be politically toxic.
There are an array of low-risk, fixed-income opportunities to consider for investors seeking shelter from a stormy market.
My 'Hopium/Doomium' model has stood the test of time.