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.

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.

Market Melt-Up Appears the Mantra for Now

There are multiple reasons to be wary of the market at these levels, and to be concerned about potential of rising inflation.

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.

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.

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.