Want a Clearer Signal on Treasury Yield Moves? Block Out the Noise

Yields waved higher on Tuesday on manufacturing survey data and stimulus headlines, but we've been here before. Here's my take on the move.

Jim Cramer: This Crisis Is Bigger Than Politics

Many American workers need help -- and they need it now. Will Pelosi, Mnuchin and lawmakers give them a hand so they can make it across the Covid finish line?

It Has Been Quite the Month, but I'm Preparing for the Next Market Hiccup

The strong rally in equities in November has been welcome, but there are abundant reasons to be cautious going forward.

Mnuchin's Bomb, Yellen's Call, and the Data Deluge: Let's Make Sense of It All

Big headlines dropped this past week, including that funding for several emergency lending programs would not be renewed. Here, I'll sort it all out.

Big News Is Followed by Little Moves

A lot has happened over the past couple weeks, but little has changed. Let's dig in.

Want to Sleep Better? Then Gain Bond Market Exposure Through the UBT ETF

Given the leverage inherent in its structure, UBT can be used offensively as well as defensively.

I'm Not Expecting a Big Plot 'Twist' in the Fed's Covid Response

Here's my case why there's little reason rates should fall -- and why they might go higher.

Here's What to Make of Bond Market Gyrations

There also are multiple ways to look at what to expect next from Treasuries and junk bonds and how to act accordingly.

Hindsight Is 20/20 on 60/40 Investments. But Then It's Too Late

Here's why I believe 'risk adjusted' 60/40-style investments should be looked at with caution.

What Does a 3-Sigma Move Mean for Markets?

Ask yourself if anything has really changed.