The bond market is calling the shots for stocks right now.
What I find most notable right now is that there are so few positive chart setups.
The risk/reward of being short U.S. bonds and long the S&P 500 for a trade makes sense at these levels.
When you hear hysteria over the inverted-yield curve recession fears, ask whether you are really going to sell all your stocks now, because of something that might happen far in the future?
Everyone seems to be either thinking we're going to hell in a handbasket or that we're strong and nothing's wrong -- here's my take.
Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.
It is plummeting confidence, not a weakening economy, that is the enemy right now. Fear can be a powerful driver towards recession.
After the China tariff news gave the bears a surprise, Wednesday saw a decline that startled the bulls -- but what's important going forward is focusing on controlling risk.
What's causing the 10-year Treasury to yield less than the 2-year -- a highly unusual set-up that we haven't seen since the eve of the Great Recession -- during a time when the U.S. economy seems to be humming along?
Let's check out a few charts of the popular TLT which is the iShares 20+ Year Treasury Bond ETF.