Section
Bond Market
1725 posts
Jeffrey Saut: "Thank You!"
“Thank You!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Is It QE, Dividends Or Buybacks That Determine Market's Future Direction?
by David Templeton, Horan Capital Advisors A couple of charts circulating around the web this past week no…
Ray Dalio on How the Economy Works
Ray Dalio runs the world's largest hedge fund at Bridgewater and Associates. According to the company's website, in…
Rate Sensitive Stocks Surge on Bond Rally
by StockCharts.com Blog The Fed surprised everyone yesterday by deciding not to start its widely anticipated tapering of…
The Economy and Bond Market Radar (September 23, 2013)
The Economy and Bond Market Radar (September 23, 2013) Treasury yields rallied sharply this week as the Fed…
Guest Post: The Magnificent Fed
Originally posted at Monty Pelerin's World blog, The Fed’s decision not to taper surprised the financial world. Markets…
Many Bullish Indicators, But ...
Yesterday I wrote about how this rally off the August 27th low had good breadth, a bullish tailwind…
Rising Interest Rates Must End Soon
Why now may be the most opportune time to buy bonds than at any time in the past…
Time to Bench the Equity Benchmark Too?
by Patrick Rudden, AllianceBernstein While fixed-income investors are growing increasingly aware of the risks of benchmark-oriented bond portfolios…
Guest Post: Yellen In, Syria Done, 8 Risks That Remain
Submitted by Lance Roberts of Street Talk Live blog, It was quite a busy weekend for breaking news…
James Paulsen: Investment Outlook (September 13, 2013)
Where’s the Juice ... for Economic Growth? by James Paulsen, Wells Capital Management Most conventional U.S. policies have…
El-Erian: What's Happening To Bonds And Why?
by Mohamed El-Erian, originally posted at PIMCO, To say that bonds are under pressure would be an understatement.…
Guest Post: Bond CEFs Still Say Liquidity is in Trouble
Bond CEFs Still Say Liquidity is in Trouble by Tom McClellan, The McClellan Market Report September 10, 2013…
Jeffrey Gundlach: Annaly, Mortgage REITs Look Cheap, Attractive Now
by Michael Aneiro Speaking during a presentation this afternoon, DoubleLine Capital‘s Jeff Gundlach was again praising mortgage real-estate…
When Rates Rise – What Happens if Rates Rise Another 100 BPS?
by Tom Brakke, Research Puzzle Continuing the celebration of the return of a tablet, here’s another edition with…
