Kraft Heinz, Macy's and Renault have all recently been downgraded, and now the question must be asked: Is this the start of something bigger?
We're also focused on buying bonds that can survive a bad downturn. This gives us a game plan going into a recession.
Chinese consumer confidence will likely be dented for much longer than the global equity markets are currently assuming.
What the latest numbers mean for the Fed, interest rates and bonds.
In some scenarios, the 10-year is actually cheap at 1.65%; here's why.
Bonds need to back off here. Here's the play on TLT.
That's the question my wife asked me recently -- here's my answer.
What the central bank said and hinted about rate cuts, inflation, repo lending and the coronavirus.
Focus on the big picture and you'll see there has never been a less favorable time to own fixed income.
There are multiple reasons to be wary of the market at these levels, and to be concerned about potential of rising inflation.