In good hands.
Category: bonds
It’s Too Late To Stop Now: The Case Against Bonds
“Understanding the past is crucial to predicting the future. It helps us come to terms with the fact that just as Van Morrison sang “too late to stop now,†we become addicted to debt and low rates without an answer to the question – how do we stop?”
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
We’ll See What Happens.
Waiting game.
Red Rally.
All hail the “king”.
Bad Moon Rising.
Can you feel the tension?
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
‘It’s Insanity’
“I don’t… nobody knows what’s going on.”
Please Mr. Postman.
Tuesday was another day that had a distinctly circus-like character to it…
David Stockman On Tesla, Trump, And ‘Crazy Time’
“That amounts to 156 months without a recession in the face of a guaranteed bond shock that will take the 10-year benchmark yield to 4.00% and beyond.”
The 3 ‘T’s: Full Week Ahead Preview
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
Quarter Back.
It was only fitting that the quarter should close in dramatic fashion for U.S. equities.
Enjoy The Easter Bunny, Because Q2 Will Be Just As ‘Interesting’ As Q1
“Enjoy those chocolates.”
David Stockman: That ‘Unicorn’ Isn’t Real
“The single most important price in all of capitalism is the interest rate—-and at all points on the maturity curve. And the single most important truth about honest interest rates is that they must be discovered by markets, not imposed by the state.”
‘Rates < HY < IG < Equity': Hierarchy Of Vulnerability Revisited
“This seemingly counterintuitive result has a distinct ‘path-dependent’ flavor.”
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
Upside Down: Full Week Ahead Preview
I don’t know where you’re supposed to turn for “analysis” from here.Â
Hide The Women And Children.
“Tremendous” things are happening.
Objectively Crazy.
Yep. Batshit.
Bill Gross Thinks Maybe We’re All Murderous Psychos – Also Talks About Bonds
“The bond market’s current “beast” is not so much a killer but a hibernating bear awakening from an extended secular bullish trend of lower inflation and excessive central bank accommodation.”
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