Mortgage Backed Securities
Powell on the Hill, Inflation and Treasuries, Budget Deficit, Apple, Trading WW
If you are not in the market for a vehicle right now, inflation is right where the pros thought it would be.
Never Forgetting, Do the Math, Drowning in Debt, Awash in Cash, Euphoria Check
Plus, checking the post-earnings reactions of Salesforce.com, Costco, Ulta Beauty and Veeva Systems.
Sovereign Debt Markets, Mortgage Madness, Trading Zscaler and Palo Alto Networks
There's absolutely no good reason for the Fed to still be supporting the mortgage market and there hasn't been for quite some time.
I Wouldn't Write a Blank Check for Replay Acquisition
I am not looking for a bull move with Replay Acquisition, despite its pending deal to bring Finance of America public.
What the Spike in Treasury Yields Means for Stocks and Other Markets
If rates are going to keep rising from here, both of these things need to happen.
An OK Thursday, Man vs. Machine, Labor Labors, QE Forever?: Market Recon
Plus, we check in on Peloton and Datadog and the Nasdaq Composite Index.
Why I'm Building Positions in This One Group of REITs
Want to invest in a sector that's getting bailed out? You've found it here.
March 2020 Is Gone With the Wind
'The Fed has just put the economy in an induced coma, attaching it on fiscal and monetary life support, hoping that when the time passes it can be brought back to life.'
Credit and the Fed Lead the Way
Watch these three ETFs for the signs that Fed support is working.
We Can Fix the Liquidity Crunch, But Can't Avoid the Economy Crunch
Action in a lot of these other securities only makes sense if there is a liquidity squeeze going on.