Not Quite a Victory, but the Rally Feels Like a Win
Both the Dow and the S&P are still under where they were last Wednesday, despite the bounce.
When China Sneezes, the U.S. Will Catch a Cold
The market is all about technicals now. The real buying will only come once the virus is contained or Fed goes all in, as China seems to be willing to do so at all costs.
Economies and Markets Are Adapting to the Environment: Market Recon
I want you to write down what I always tell you, and post it somewhere where you can see it when you need it: Understand, Identify, Adapt, Overcome, and Maintain.
Where to Put Your Money? Bonds Still Look Good Here
Every minute detail and data point is misinterpreted to paint a positive picture for stocks.
Let's Unpack the Recent Downgrades to Junk
Kraft Heinz, Macy's and Renault have all recently been downgraded, and now the question must be asked: Is this the start of something bigger?
Here's Why We're Focused on Higher Quality Bonds
We're also focused on buying bonds that can survive a bad downturn. This gives us a game plan going into a recession.
What's the 'Right' Level for Treasury Bonds?
In some scenarios, the 10-year is actually cheap at 1.65%; here's why.
4 Key Takeaways From the Latest Fed Meeting
What the central bank said and hinted about rate cuts, inflation, repo lending and the coronavirus.
Brace Yourself for the Looming Junk Bond Deadline
As the debt markets sit in a moment of complacency, here's why you should check the balance sheet rundown on each stock you own.
Here's Why I'm Turning Bearish on Stocks and Risky Credit
But I still see one area of stocks that should outperform.