Stock Markets, Bonds & Commodities… Oh My
A Weekly Perspective on Markets As the “dog days” of summer drag on, trading continues to be relatively light. Oil prices fell at the beginning of last week amid rumors that Iraq may up its oil...
View ArticleWeekly Perspective, February 13, 2012
The Markets Who should you believe, Warren Buffett or Bill Gross? Buffett and Gross are generally recognized as two of the world’s greatest investors. Buffett made his name in equities while Gross made...
View ArticleThe 30+ Year Bull Market in Bonds
The bull market in bonds has persisted for MORE than 30 years. It began when The Cosby Show was in its heyday, when the first Apple Macintosh computers arrived in homes, and when Clara Peller famously...
View ArticleWeekly Perspective – September 1, 2014
The Markets There is no substitute for mental preparedness. Just ask any professional athlete or Navy SEAL. One essential aspect of mental preparation is situational awareness – being able to identify,...
View ArticleHow ‘Should’ Bonds Act?
If it looks like a bond, and it acts like a bond…oh…that’s the problem. Government bonds aren’t acting the way investors expect. Last week, 10-year U.S. Treasuries – which, typically, are thought to be...
View ArticleThree Economic Puzzles Are Resolving
Greg Ip, Chief Economics Commentator at The Wall Street Journal, was blogging about business cycles. He wrote, “After a perplexing start to the year, the economy is starting to make sense…[Recently...
View ArticleFrom Abstract To Reality: The Potential Effects of Rising Rates
Potential Effects of Rising Rates When the economic data align, and the Federal Reserve pulls the trigger on tighter monetary policy, rising interest rates may affect everything from mortgage rates...
View ArticleOnce upon a time, five blind men discovered an elephant…
Once upon a time, five blind men discovered an elephant. Each man examined a different part of the elephant and formed a unique impression about the animal. One believed an elephant was like a pillar,...
View ArticleU.S. Treasuries Are Offering a Lesson in Supply and Demand.
Last week, the U.S. Treasury auctioned $258 billion in bonds. Treasury auctions are the way the United States government finances its debt. The Treasury sells short-, intermediate-, and long-term IOUs,...
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