Bonds
Treasuries Are the Dogs of Average Portfolios -- But That Probably Won't Last
I've yet to see an asset or sector that is wildly underweight in portfolios fail to deliver going forward.
Evergrande Heads Off Default by Wiring Money on Offshore Bond
The troubled real estate developer has cobbled together the cash to make an overdue bond payment one day before the grace period expires.
Nasdaq Streaks, Bitcoin Beast Mode, Fed Thoughts, Sloppy Auction, Tesla Earnings
I have had some real success playing volatile names ahead of news events from the short-side, but this is not something I would recommend for newer traders.
To Know How the Fed Will Act, We Must Interpret Its Words
Let's check out the Fed's two big goals for action -- higher inflation and maximum employment -- to see what we can realistically expect.
Earnings Are for Trading, Not Investing
It is incredibly difficult to extrapolate anything from the latest quarterly company results.
For Rate Watchers, This Day Is of ... Interest
The consumer price index surprises to the upside and the Fed meeting minutes are out. Here's my take on both.
That Debt Ceiling Rally? Don't Trust It
Here's why the bounce on lawmakers' bargaining was silly and what real risks remain.
Those Jobs Numbers Disappointed, but They Didn't Tell Whole Story
The report is more nuanced than the headline shows, and here's why we can still expect tapering.
Is Jerome Powell's Renomination Now in Peril?
Plus, my take on Friday's jobs report and the steepening yield curve.
What, Me Worry? Here's Why I'm Cautious on Risky Assets Right Now
With global energy woes, China real estate troubles and Washington's potential for disappointment, I'm moving toward some old income favorites.