Treasury Bonds
Bull Market, Treasury Notes and Green Investing: Market Recon
BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.
Kass: 5 Big Surprises That Could Impact Markets in 2020
Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.
Let's Break Down the Numbers on JPMorgan's Quarter
Here's why I shorted a few on JPM and my take on the eye-popping earnings.
Hot Markets, Jobs, Fed Talk, Trading Essent Group: Market Recon
Several Fed officials spoke on Thursday. The most important comments for folks to focus upon were made by Fed Vice Chair Richard Clarida. By far.
What the Dollar Does Here Is Key for Gold and Market Trends in 2020
Investors should be paying close attention to the U.S. dollar index and its 100-week moving average.
This Won't Be the Fed That Slays the Bull Market
Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.
Jim Cramer: Here's My 'Threat of War' Portfolio
You asked for it, so here it is: This is where to put your money if the conflict with Iran gets out of control.
What We Learned From the December FOMC Minutes
The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.
January's Usual Selloff Depends on the Fed Balance Sheet
Until the Fed stop non-QE QE, this market can and will continue grinding higher.
10 Predictions for 2020 -- and One Big Idea
Expect the new to be old, and the bad to be good -- and Apple and Tesla to be real snoozers -- this year.
Markets and China Phase One, FOMC Changes, Kirby on My Radar: Market Recon
Beyond an algorithmic reaction, I do not expect an overtly positive market reaction when pen is put to paper on Phase One.
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.
Follow the Money, Everything Else Is Just Noise
As long as central banks are pumping liquidity, it will continue to drive asset prices higher. Copper should be a beneficiary into the new year.
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.
Is a U.S.-China Trade Truce Enough?
Perhaps so, as other factors such as lower interest rates and resolution of the Brexit issue serve as positive market forces.
2 Ways to Take Advantage of the Market's False Sense of Security
The complacency of too many market participants presents opportunity, including with an options play.
3 Major Events Will Provide Clarity to the Markets
Here are the mostly likely scenarios and impact on stocks and bonds.
A Week Fraught With Peril, Yield Curve, Gold, Trading Target: Market Recon
Will President Trump's administration move ahead with plans to turn up the heat on China in such a way that U.S. consumers for the first time share some of that pain?
Jobs Report Pushes Aside Recession Fears, for Now
After the 266,000 payroll number on Friday, here's my analysis and how to prepare for the months ahead.
The Fed Just Made a Game-Changing Move
The Fed is considering introducing a rule that would let inflation run above its 2% target.
The Problem Of Pushing Higher Without Proper Pullbacks
The next leg up gets overbought too quickly and sentiment turns bullish too quickly.
Standing Firm on China, Yield Curve Vigilance and Calling AT&T: Market Recon
Plus, we check out the latest negative headline on Boeing.
Don't Dismiss Friday's Breakout, Retailers Report, Trading Macy's: Market Recon
Third quarter earnings season is down to the really nitty gritty. That said, there are still quite a few well known (to the public) retailers set to bring up the rear.
From Treasuries to Trade: 11 Topics to Watch
Here are my views on topics including interest rate risks, events in Europe that could push European yields higher and the ongoing trade talks between Washington and Beijing.
Remembering to Remember, Yield Curve Joy and Where We Stand: Market Recon
We also take a look at the charts of Costco Wholesale and Viacom to check out potential plays in both stocks.
Will the Fed Have the Guts to Ease Off Now?
The Fed has done what was necessary and now is on hold for the foreseeable future.
Jim Cramer: It's More Likely Than Not That We've Got a Pangloss Thing Going
You can't have the best of all possible worlds, or at least you can't have it for long.
U.S. Treasury Yield Curve, Oil Market Valuations, Trading Adobe: Market Recon
OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.
Strong Jobs Report Is Likely an Outlier, Not Sign of a New Trend
Be careful drawing too strong of a conclusion from these numbers.
Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here
It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.