Higher Rates Are Here To Stay—Or Are They?
Volatility has ruled the stock market since the 2021 bull market ended at the start of 2022. Stocks made a nice run during the first… Read More »Higher Rates Are Here To Stay—Or Are They?
Volatility has ruled the stock market since the 2021 bull market ended at the start of 2022. Stocks made a nice run during the first… Read More »Higher Rates Are Here To Stay—Or Are They?
There has been an unexpected winner in the bond market in 2023: emerging market bonds. This is especially true for emerging market bonds priced in… Read More »The 2023 Bond Market Winner: Emerging Markets
I just pulled up a chart of the 10-year treasury yield and it’s showing a trend break that we haven’t seen since the 80s. That’s… Read More »40-Year Trend Broken In The Bond Market!
I put out calls to traders and managers I know on Wall Street to get their take on the recent economic data. This is data… Read More »Bond Yields Are Close To Collapse. What Does That Mean?
Decades ago (in the 1990s), I learned that traditional bond funds—whether ETFs, index funds, or mutual funds—would destroy investor holding values in a rising rate… Read More »My Favorite ETFs For This Market
During the current period of intense market volatility, some investors have grown fearful. For these concerned investors, municipal bonds, aka “munis,” are worth a look.… Read More »If You’re Worried About Banks, Invest Here Instead
Generally, recessions are bullish for bonds. Which makes this 4% bond yield a “best recession bet.” Why are we talking bonds when, over the past… Read More »This Safe 4% Bond Yield Is A “Best Recession Bet”
I’m looking at a chart comparing bond yields correlated to the US economy. Right now, there are extreme readings in a pattern not ever seen. … Read More »Extreme Readings On Economic Data (Expect To Feel The Effects)
It’s rare to see two bad years in a row. I have a hunch that 2023 may rhyme with 2009. Bear markets don’t usually last… Read More »10 Rules To Find The Best Dividend Stocks For 2023
Along with a bear market for stocks, 2022 has, according to Morningstar, been the worst year ever for the bond market. Bond values have fallen… Read More »Why Bonds Will Be Among The Biggest Winners Of 2023