The belief that a lot of companies will adopt bitcoin on their balance sheets is heavily overstated.
We could have some real pain ahead for some stocks. Five different kinds.
Thoughts and observations on Treasuries and the direction of interest rates.
It was all 'fun and games' when the long end of the yield curve was rising, but when the 5-year Treasury yield started to move higher, that caught the Fed's attention.
All eyes will be on the Fed during their March FOMC meeting. It remains to be seen what they do next.
Putting cash to work on significant market pullbacks such as the one that occurred Thursday is a key element of the strategy.
The good news is that this action is what is needed for much better opportunities in the future.
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.
Including dividends, we see the potential for 11.4% annualized returns for this stock.
Low borrowing costs have fueled the boom in stocks, and higher borrowing costs can just as surely kill it.