Let's look at the move in bonds, how it will lead stocks -- and load the deck with some 'b-sides.'
Let's see what it would take for inflation pressure to keep building and for the Fed to start hiking -- and what both would mean for investors.
Three things tell me not only isn't there a bubble, but we actually might see a near-term bounce from a trading perspective.
Let's take a look and see why it might get harder to find winners on the long side.
The 'reflation trade' was the theme of the day as suddenly everyone was on board with the commodity supercycle.
In the current scenario I can understand why someone would want to buy bitcoin. But here's what I do.
This seems awfully similar to the 2000 tech boom when everyone was a genius being long. What could possibly go wrong?
When some asset classes stop moving to the mainstream mantra in place since last year, it pays to take notice.
The former Fed Chair stole the show last week. Here's what it all means going forward.
It's easy to get caught up in the inflation trade, but it's also important to know how best to play that.