Section
Fixed Income
3267 posts
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
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...
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
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…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…
Yield â at the Fork in the Road
After breaking down in September, 10 year yields have crept up and kissed the backside of their 50…
Are We Approaching Peak Retirement?
Submitted by Charles Hugh-Smith of OfTwoMinds blog, If stocks, bonds and real estate all decline going forward, where…
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)…
Frustrating the Most People
by William Smead, Smead Capital Management Dear Fellow Investors: A venerable sage once said, âThe markets do whatever…
Tipping the Scale Toward High Yield Bonds
The U.S. Federal Reserveâs decision in September to delay at least for now any reduction in its asset…
Brooke Thackray: "Should I Stay or Should I Go?"
October 2013 - Market Update by Brooke Thackray, AlphaMountain Investments Should I stay or should I Go? â…
What the Flows Show: Emerging Markets Ride the Fed Rollercoaster
The year of the policy-driven market continued in September, with the Fedâs shifting signals impacting global ETF flows…
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…
What to do when a Rising Rate Environment is NEAR
[quote]Despite the Fedâs recent decision to delay tapering, many investors are still preparing portfolios for an inevitable rise…
Jeffrey Saut: Ashes to Ashes (October 7, 2013)
âAshes to Ashesâ by Jeffrey Saut, Chief Investment Strategist, Raymond James October 7, 2013 The phrase âashes to…
John Hussman: When Economic Data is Worse Than Useless
When Economic Data Is Worse Than Useless by John P. Hussman, Ph.D., Hussman Funds [quote]âErrors using inadequate data…
