Bonds
Are Bonds a Bargain Buy?
Let's look at the bull case for fixed income -- and why I'm still betting that rates keep rising.
Afraid of Inflation? I've Got Some 'TIPS' on What Not to Do
Tip No. 1: Beware of Treasury inflation-protected securities. Let me explain.
The Rotation Is Reversing as COVID Worries Return
The market is dealing with a difficult transition as the economy struggles to return to 'normal.'
6 Reasons Why I Can't Be Bullish Right Now
Believe me, I'm trying, but I just can't get there yet.
I Still See a Pullback Next Week, Here's Why
The first reason? We're overbought. Let's dig into what that means.
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?