TIPS just don't have the volatility to produce a big payoff, either in the breakeven or the resulting price action.
My 'Hopium/Doomium' model has stood the test of time.
Here are a bunch reasons to sell -- even if I don't believe in most of them.
What I would rather invest in to get similar yields.
Economic growth in the U.S. has not slowed to the degree that many economists seemed to have pointed to early in the first quarter.
From the Fed's perspective, wage growth doesn't matter anymore.
The potential U.S.-China trade deal remains the single biggest event facing the market.
I don't know why measured targets work so well. But they do.
Although the short squeeze wasn't as quick and swift as we thought it might be, it didn't disappoint in the end.
Gold has been a bad investment for several years, but it's time to consider adding hard assets to your portfolio with a recession imminent.
The good stock-picking that we've seen for a while has been drying up.
The yield has been in a downward trend since early November of last year as price has increased.
It does not look like this rally in Treasuries will last.
When you hear someone say that a curve inversion 'predicts' a recession, what it really means is that bond traders are 'predicting' a Fed rate cut.
Friday's big decline hasn't sparked much of a change in investor sentiment so far.
Here's a way to fade the bond move, which I believe is an overreaction.
This yield curve inversion has been a useful leading indicator of a recession, but what really matters is whether it is a signal we can profit from.
Markets where the Russell 2000 outperforms are healthier than those where it doesn't.
Taken together they create a worrisome picture, one that can explain why it wasn't just the banks that fell on the inversion news.
The question to ponder is whether the problem Friday is a longer-term issue or not.
If the entire inversion was because everyone was horrified by domestic economic data, I'd be extremely concerned, but much of it can be explained by other factors.
While today's action isn't attractive, we were ripe for a little profit-taking.
All this dot plot tells us is that there is a large majority within the Fed that favors staying on hold.
The strength in bank stocks in front of the Fed meeting is an indication there isn't real concern about an inverted yield curve.
Fear-mongering over risk of BBB credits was immensely exaggerated and hurt many people's returns.
I would expect some tough sledding over the next day or two ahead of Wednesday's FOMC policy meeting.
The Oracle of Omaha's instructions for his wife's eventual inheritance offer some valuable lessons.
Did the Fed aid Microsoft? No, Microsoft aided Microsoft. J&J aided J&J. Procter aided Procter.
In a declining market, yield will be your friend.
The 20,000 payroll gain is very suspect. I'm watching, but I want to see confirming evidence.