High Note.

And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.


Fly Me To The Moon.

I was told Icarus would be unleashed.

BoJ May Need To Buy Foreign Bonds After Running Out Of Other Shit To Buy

Fun with the BoJ!

When Are Bond Yields ‘Kryptonite’ For Stocks? The Debate Rages On…

“Clients and colleagues are asking if there’s a magic interest rate that’s kryptonite to stocks; is it 3.0% or 3.5% on the 10Yr Treasury?”

‘The Truth Is, We Don’t Know’: What Is The Line In The Sand For Bond Yields?

Well, the debate around what the number is for 10Y yields has devolved into a veritable obsession for markets at this point. 

Welcome Back!

The win streak is over.

‘Savor The Moment’ Because February’s Selloff Was ‘An Appetizer, Not The Main Course’

There you go. Lots of “bummers” on the horizon. So you know “savor” the moment, because…

‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview

“Right away, you’re ready to sell it.”

I Bet You Care About The Bond Market Now, Don’t You?

Funny what losing $3 trillion will do.

What The Hell Is Going On With The Largest IG Corporate Bond ETF?

Boy, I’ll tell you what: you people are yanking money out of bond funds like there’s no tomorrow.

50 Yards…

“Wow, dad.”

What The Hell Is Going On With Stocks? Explanations Vary…

Who knows.

Die Another Day.

So the real drama (if there proves to be any) will come tomorrow.

Waiting For Wednesday.

Ahead of a “make or break” moment.


Farewell to Kansas.