Be very careful using bonds as a hedge here against your equity position.
Plus, we check in on Peloton and Datadog and the Nasdaq Composite Index.
Here are some trade ideas that include being long corporate bonds right now.
The belief that there eventually will be more fiscal stimulus is holding bears at bay and letting the bulls run wild.
While a Biden win is likely fully priced in, control of the Senate is up in the air, and that makes a big difference.
Here's why I see help on the way -- even if not right away -- and how to be positioned right now.
Suddenly, both sides realize that they have played politics and the people had noticed. Not those two from Tuesday night. Thankfully.
Our latest look at the major equity indices and market data.
If inflation doesn't translate to higher Treasury yields, here's where will it appear and what you do to benefit from it.
It's important to rethink one's hedge as just because it worked over the past doesn't necessarily mean it will in the future.
There are three key reasons why investors should resist the urge here.
Next week looks like it could be a rough one for bonds.
I think that Jerome Powell actually believes he is accomplishing something...by doing nothing.
At least part of the market's negative reaction to the Fed on Wednesday may be tied to two factors.
This is how I'd approach selling, long-dated Treasuries, municipal bonds, investment-grade bonds and more.
Investors have been content holding duration and interest-rate risk despite the red flags. Complacency rarely ends well.
We haven't broken any uptrend levels from the March lows and the S&P is left undecided between the 21-day and 50-day moving averages.
My bet is the grinding is over, and the volatility is here.
This same extended level presaged the 2000 dot-com crash.
With unemployment at 10%, the 'water in the pot' is pretty cold.
Here's how Fed policy should affect bonds -- and your portfolio.
VIX and 10-year Treasury yields see potential trend shift.
The S&P 500's valuation is at its highest level within the rally from the March lows.
Plus, Veeva Systems reports stellar results and ups its guidance.
If you're buying growth stocks now -- and discounting future rate expectations -- then listen up as a course gets charted for years to come in this historic speech.
Let's look at what currency moves, the possibility of inflation and real yields could mean for stocks.
Here's my 'counterintuitive' bet on lower Treasury prices, and therefore higher rates, right now.
There's only so much leverage that can be used and it, like so many other things, has diminishing marginal returns.
There were three simple investment conclusions from the Fed minutes.
It can seem that more people believe in extraterrestrial life than in higher yields, but something strange appears to be going on. Let's dig in.