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Bonds Are Throwing Their Weight Around and Stocks Are Getting Hurt

The market is trying to price in the great likelihood that we will be in a rising interest rate environment regardless of what the Fed may do and say.

Oops, Did the Fed's Powell Say Something Wrong at the March FOMC?

The Fed is stuck between a rock and a hard place, and at some point this liquidity train will have to stop.

The Bond Market Never Forgives

Focus on the trends in the bond market, and realize that, in the short term anyway, prices are much more important than yields.

Bonds Aren't Buying What the Fed Is Selling

Federal Reserve Chairman Jerome Powell struck a dovish note on Wednesday, but skepticism is running high.

Prepare for Higher Yields - Again

There are several things the Fed could do, but would it matter?

Rising Rates? Buy These Inflation-Protected Securities

Inflation can get out of control fast. In that case, investors will benefit from an inflation hedge.

Bonds Bounce and the Rotational Correction Is Slowing

Technology names and 'stock picking' are bouncing back Tuesday morning as concerns about interest rates start to cool.

It Is Almost Buying Time Again: Here's My Shopping List

I still really like AAA-rated CLO ETFs.

Let's Talk About the Elephant in the Room

Traders have cashed in elephant-sized returns on a number of stocks recently, but this isn't a meme stock.

Does the Fed Have a Credibility Problem?

The Fed is saying they won't hike, but with recent moves in eurodollar futures, the market is saying 'we don't believe you.'