Bonds
This Is One Interest-ing Week: 20-Year Bond Auctioned, Fed Minutes Out
The Treasury completed its first auction of a 20-year bond since Ronald Reagan was president and the Federal Reserve released the minutes from its April meeting, so let's dig in.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
The Market Will Have Its Moment of Reckoning
As we look at why the S&P 500 is stuck in its narrow range, we see every retail investor and trader chase the same basket of names higher, edging closer to a technical point where the market could lose its support.
Making Sense of These 3 Big Headlines of the Week
Here's my take on the Fed's corporate bond ETF buying, Germany's ruling on quantitative easing and the Treasury's decision on new bond sales.
Don't Let Sleepy Fed Meeting Fool You
This is a game in which Jerome Powell & Co. have played their turn, and now await their opponent's move; also here are the bonds to own now.
Why I'm Bullish About the Reopening
No, I don't believe we'll suddenly bounce back to where we were at January's highs, but here's what I believe will go right.
Here Are 3 Investment-Grade Corporate Bonds With Strong Franchise Value
I'm focused on buying longer bonds, mostly in the 10-year maturity range.
Want to Survive This Crisis? Look at the Big Picture
You should start thinking now about inflation and what the recovery will look like to figure out how to invest wisely.
Let's Talk About Getting Back in Business
The economy and society suffer each day we stay closed, so let's look at the data on the Covid-19 crisis as well as on the economy to see what could be next.
Now, the Fed Catches 'Fallen Angels,' Too
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.