Section
Interest Rates
1093 posts
A Modest Proposal
by Simon Black via Sovereign Man blog, Decades ago, John Maynard Keynes famously wrote in his novel The…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Technical Talk: New All-Time Highs Reached, Momentum Indicators Rolling Over
by Don Vialoux, Tech Talk Upcoming US Events for Today: No Significant Events Scheduled Upcoming International Events for…
7 Things Investors Should Know Now
by Russ Koesterich, Chief Global Strategist, iShares Earlier this month when I provided a quick halftime look at…
Bubbles Forever (Shiller)
by Robert Shiller, via Project Syndicate Robert Shiller is Professor of Economics at Yale University and the co-creator…
Is Gundlach Right, Have Bonds Bottomed?
by Mebane Faber A few weeks ago bond king and fellow Angeleno Jeff Gundlach mentioned that he thought…
Three Things I Think I Think
by Cullen Roche, Pragmatic Capitalism Some random thoughts here on a slow news day: The Merrill Lynch…
What Is A "Liquidity Trap" And Why Is Bernanke Caught In It?
Submitted by Lance Roberts of Street Talk Live blog, I have spoken, and written, much lately about the…
The Economy and Bond Market Radar (July 15, 2013)
The Economy and Bond Market Radar (July 15, 2013) The treasury market bounced back this week after Fed…
David Stockman: "The Born-Again Jobs Scam"
Submitted by David Stockman, author of The Great Deformation, THE BORN AGAIN JOBS SCAM AND THE FED’S TERMINAL…
Bernanke: Still Day Trading The Economy and Stocks Love It
by Upside Trader If you ran home at the bell yesterday you missed all the “real” action. After…
James Paulsen: Investment Outlook (July 9, 2013)
A Couple Conundrums by James Paulsen, Chief Investment Strategist, Wells Capital Management In recent decades, the financial community…
Ken Rogoff: "Policymakers Should Be Cautious Seeing Gold's Drop As A Vote Of Confidence"
Authored by Kenneth Rogoff, originally posted at Project Syndicate, In principle, holding gold is a form of insurance…
The Economy and Bond Market Radar (July 8, 2013)
The Economy and Bond Market U.S. Treasuries fell significantly this week, sending the 10-year note yields to the…
Say Hello to Inflation, Inflation is Dead
Say Hello to Inflation, Inflation is Dead (via Market Shadows) Say Hello to Inflation, Inflation is Dead Adapted…
Long Train Running: Why Stocks Are Rebounding (Sonders)
July 1, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
