Section
Fixed Income
3259 posts
Defensives Continue to Get Whacked
by Bespoke Investment Group After a rough day yesterday, defensive sectors continue to get sold off this morning.…
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...
REITs, Utilities, and Treasuries Fall Off a Cliff
by Stockcharts.com The Utilities SPDR (XLU) and the 20+ Year T-Bond ETF (TLT) both peaked in early May…
Stocks As Bonds And Modern Portfolio Theory
David Templeton, Horan Capital Advisors Over time, as investors approach and enter into retirement, fixed income is often…
Hugh Hendry: Investment Outlook (May 2013)
From Hugh Hendry, CIO of The Eclectica Fund. The Fund was down 18 bps in April. The main…
Chart Conditions For Country/Region ETFs Trading At Least $20,000/Minute
(click image to enlarge)
The Economy and Bond Market Radar (May 27, 2013)
The Economy and Bond Market Radar (May 27, 2013) The benchmark 10-year treasury yield climbed above 2 percent…
The Fed's Real Worry - A Pick Up In Deflation
Submitted by Lance Roberts of Street Talk Live blog, In several of my recent missives I have made…
Earnings Yield Favours the Cyclical Sectors
by David Templeton, Horan Capital Advisors Standard & Poor's notes in a recent report on Earnings Yield By…
The Economy and Bond Market Radar (May 21, 2013)
The Economy and Bond Market Radar (May 21, 2013) In a replay from last week, Treasury yields headed…
Chartbook: Canadian Economy Up Against Multiple Threats
Horace, the Roman poet of the first century BCE wrote in his work Ars Poetica "many shall be…
Mohamed El-Erian: Putting it All Together
The world is awash in contradiction with stocks rising to new highs as interest rates reflect a slowing…
A. Gary Shilling - Six Realities In An Age Of Deleveraging
Submitted by Lance Roberts of Street Talk Live blog, In Part III of Lance's series of reports from…
Inside the Mind of Jeffrey Gundlach
Guest Contribution by Eddy Elfenbein, Crossing Wall Street Jeffrey Gundlach is a prophet, a mathematician, an art aficionado…
The Steepening Effect (Lee)
The Steepening Effect by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs Portfolio Manager & Investment Strategist…
The Economy and Bond Market Radar (April 1, 2013)
The Economy and Bond Market Radar (April 1, 2013) Treasury yields fell for the third week in a…
