1. Interest Rates Spike on Fears of Rising Debt & Inflation 2. Global Investors Dumping Bonds & Reaching For Stocks 3. Concerns Over Bonds & Inflation May be Early & Overblown 4. Investors Searching For Yield – Look to Alternative Investments Interest Rates Spike on Fears of Rising...
IN THIS ISSUE: 1. PIMCO’s Bill Gross Says Interest Rates Are Going Lower 2. Social Security at 62? Not a Good Idea For Most! Overview The prevailing view on Wall Street and Main Street is that medium and long-term interest rates have to go higher in the months and years ahead. Interest rates have...
IN THIS ISSUE: 1. August Jobs Report – Another Disappointment 2. Some Scary Bumps in the Road Just Ahead 3. Fed’s “Taper” Decision & New Fed Chairman 4. The Rising Interest Rate Bump in the Road 5. The Looming Budget Battle/Debt Ceiling Bump 6. The September (Worst Month of...
IN THIS ISSUE: 1. 1Q GDP Below Expectations – Markets Rally Anyway 2. Other Economic Reports of Late – Most Looking Better 3. Markets Still Unhappy Over Bernanke’s QE Decision 4. The Stampede Out of Bonds Has Begun Thanks to Fed 5. So Now What? A Volatile Summer & Maybe Even Longer...
IN THIS ISSUE: 1. Investors Are Pouring Money into High-Yield Bonds 2. An Expert’s Outlook for High-Yield Bonds 3. Slow and Steady Wins the Race 4. The Columbus High-Yield Bond Trading Strategy 5. Past Performance Evaluation 6. Conclusions – Time to Make a Decision Introduction High-yield...
IN THIS ISSUE: 1. The Bond Bubble Continues to Grow 2. Are Bonds Really “Safe” Investments? 3. When, Not If , Interest Rates Start to Climb 4. Revisiting the Equity Alternative Program Overview It was very tempting today to focus entirely on the “fiscal cliff” especially now that...
IN THIS ISSUE: 1. The Cliché that Won an Election 2. A Secret that Everyone Knows 3. The Bill Gross Effect 4. It’s the Short Side, Stupid 5. Introducing the Equity Alternative Program The “Stupid” Cliché that Helped Win Clinton an Election As you are probably aware, I...
IN THIS ISSUE: 1. Investors Shun Stocks Like the Plague 2. Bond Funds are the “Darlings” of Today 3. Treasury Bonds are Safe, Right? 4. Is Your Bond Fund Really in Treasuries? 5. How Much Lower Can Interest Rates Go? 6. Let’s Not Forget the European Debt Crisis 7. The Love Affair With...
IN THIS ISSUE: 1. Spain May Become Greece, Only Much Bigger 2. Europe Can’t Kick the Can Much Further 3. Spain Could Send Global Equities Into a Tailspin 4. There Are Times to be Defensive Spain May Become Greece, Only Much Bigger US stocks are having a big day today, with the Dow up just over...
IN THIS ISSUE: 1. Bonds: The Trend is Your Friend (Until It’s Not) 2. Reasons Why Bond Rates Could Move Higher 3. Is the Fed Herding Savers Into Risk Assets? YES 4. They Don’t Ring a Bell at Market Tops 5. What is Driving the Stock Markets Higher? 6. Abbott & Costello on the Unemployment...
IN THIS ISSUE: 1. Treasury Note Yields Fall to All-time Lows 2. Bernanke Confirms That Inflation is Too Low 3. More Reasons Why QE2 May Not Work 4. New Fed Report on Tepid Small Business Lending 5. Is the Bond Bull Market Nearing the End? Introduction On the day after Fed Chairman Bernanke announced...