Bond Markets
Follow Up: Why U.S. Treasury Bonds are in a Bubble
Yesterday I wrote an article talking about the giant bubble in U.S. Treasury bonds. My father quickly wrote in and asked me to explain why Treasuries are in a… Read more
With QE3, the Fed Just Raised the Risk Investors Most Overlook
By implementing another round of quantitative easing – colloquially known as QE3 – the Federal Reserve is inflating the money supply at an unprecedented rate. That's inflation in a… Read more
Time to Sell Your U.S. Bonds and Buy Stocks
Did we just see a top for bonds?
I shudder to think what that may mean.
Bond prices went higher for many reasons: the manipulation by the… Read more
Deja Vu: Fed Remains Cautious, Stocks Tumble
U.S. financial markets pulled back a bit today after the Fed minutes revealed what many investors already knew.
Read moreBond God: Sell BAC
Banks have been the leadership group of the market over the past several months. But bearish statements like the one from Jeff Gundlach yesterday could spell trouble for market… Read more
Mixed Economic Data
The stock market recovered from Wednesday’s sharp drop. The major indices traded higher for most of the day, before a late sell-off… Read more
Why Bonds are Rallying
Another day, and still no agreement on a 2011 budget in Congress. Surprisingly though, the stock market is not really being affected… Read more
Treasury Bond Yields are Falling
Treasury bond yields are falling following a sharp drop in U.S. Nonfarm Payrolls numbers. 10-year Treasury bond yields fell below 3% for the first … Read more
When Good is Bad
What happens when employment numbers improve and the unemployment rate starts to fall? Is that the… Read more