Browsing Category
Fixed Income
3058 posts
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…
September 17, 2013
James Paulsen: Investment Outlook (September 13, 2013)
Whereās the Juice ... for Economic Growth? by James Paulsen, Wells Capital Management Most conventional U.S. policies have…
September 17, 2013
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.…
September 14, 2013
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…
September 13, 2013
Jeffrey Gundlach: Annaly, Mortgage REITs Look Cheap, Attractive Now
by Michael Aneiro Speaking during a presentation this afternoon, DoubleLine Capitalās Jeff Gundlach was again praising mortgage real-estate…
September 12, 2013
When Rates Rise ā What Happens if Rates Rise Another 100 BPS?
by Tom Brakke, Research Puzzle Continuing the celebration of the return of a tablet, hereās another edition with…
September 11, 2013
Why the Credit Market Matters to US Equities ā Financials Rolling Over Relative to Broader Markets
From a fundamental point of view, stock prices can advance for two reasons. Either earnings rise, or the…
September 10, 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
Dividend Payers Outperforming the S&P 500 Index But Not The Equal Weighted Non Payers
by David Templeton, Horan Capital Advisors On a capitalization weighted basis the dividend payers in the S&P 500…
September 9, 2013
The Economy and Bond Market Radar (September 9, 2013)
The Economy and Bond Market Radar (September 9, 2013) Treasury yields moved higher this week with the 10-year…
September 8, 2013
In a Little While: Market's Not Out of the Woods Yet
September 3, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
September 6, 2013
David Merkel: Most of the Time, Rules Work ... What About When They Don't?
65% of the time, the rules work. 30% of the time, the rules donāt work. 5% of the time, the opposite of the rules works.
September 4, 2013
The Economy and Bond Market Radar (September 2, 2013)
The Economy and Bond Market Radar (September 2, 2013) Treasury yields moved lower this week. This was particularly…
September 2, 2013
Jeff Gundlach Likes Mortgage REITs Now
By Michael Aneiro, Barrons Speaking on CNBC just now, onetime mortgage REIT hater Jeff GundlachĀ of DoubleLine Capital was…
August 30, 2013
William Smead: Forrest Gump Stock Market
by William Smead, Smead Capital After watching āForrest Gumpā for about the thirtieth time recently, I realized that…
August 28, 2013