Browsing Category
Corporate Debt
133 posts
Here Comes QE In Financial Drag: Draghi's New ABCP Monetization Ploy
by David Stockman via Contra Corner blog, You can smell this one coming a mile away: The European…
June 2, 2014
Deborah Frame: Why Do We Accept Volatility as a Measure of Risk?
Not Your Grandfather’s Risk Measurement by Deborah Frame, Vice President, Investments, Cougar Global Investments Why Do We Accept…
April 28, 2014
Junk Bonds Have Distanced Themselves From Other Bonds
Junk Bond ETF Far Outperforming Other Bonds by Hale Stewart, The Bonddad Blog Above is a one year…
March 14, 2014
Tom Brakke: Three Ways
by Tom Brakke, Research Puzzle As explained in the item below, I’ve been thinking in seven-year periods lately,…
January 2, 2014
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
November 18, 2013
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
October 21, 2013
A Look at Year-to-Date Asset Class Performance
Chart 1: Year To Date Performance Of Various Asset Classes Source: StockCharts (edited by Short Side of Long)…
October 11, 2013
High Yield and Bank Loan Outlook - October 2013
Fundamental factors underlying the corporate sector continue to underscore our constructive stance on leveraged credit, however, investors should…
October 9, 2013
Jeffrey Saut: "Thank You!"
“Thank You!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
September 24, 2013
Beware the Dangerous Stretch for Yield
by Ashish Shah, AllianceBernstein The US Federal Reserve talked in early summer about tapering its quantitative easing plan…
September 9, 2013
Hoisington: "The Secular Low In Bond Yields Has Yet To Be Recorded"
by Lacy Hunt and Van Hoisington via Hoisington Investment Management, Lower Long Term Rates The secular low in…
July 25, 2013
We Got a Volatile (Bond) Situation: 3 Investing Ideas
by Russ Koesterich, iShares As a general rule, if you aren’t prone to thrill seeking, you tend to…
July 3, 2013
Scott Minerd: Policy Induced Volatility Continues
June 26 2013 The recent bond market collapse is reminiscent of the Great Crash of 1994. Further pressure…
July 2, 2013