In recent weeks, I’ve discussed America’s challenges ahead. It’s not a dollar crisis that awaits; rather, we face a duration bond crisis....
Dear Fellow Expat, The race against the clock to beat Hurricane Idalia was beyond anticlimactic. My flight change paid off as the 7 p.m. flight was...
Postcards from the florida republic An independent and profitable state of mind. I’m traveling to Jacksonville today. It’s the...
The Fed’s backstopping of the bond market was an effort to save the U.S.
stock market, but it’s clear now that saying it and actually...
If you're of a certain age, you've probably heard a financial planner say that you should have some money in fixed income - and the...
"There is nothing new under the sun," Ecclesiastes wrote. For the most part, the pseudonymous biblical poet was right on the money....
We might as well get used to it; rates are likely to stay lower for longer. All around the world, there are around $17 trillion in...
Even casual investors have heard the name Jeffrey Gundlach; he's quoted nearly every week in financial publications.
Gundlach had dazzling...
Now that the yield curve has inverted, investors are widely panicking.
Yes, short-term rates are currently higher than long-term rates,...
As waves of capital poured into U.S. Treasuries this year, causing bond yields to fall precipitously, the flight-to-quality trade sparked fears of...
On Friday, the yield curve inverted.
For many experts on Wall Street, a yield curve inversion is one of the strongest warning signs of a...
Debt is a four-letter word. It's that simple.
Yes, it's a useful tool when used properly and in the right amounts.
But...
You've seen this in cheesy Western movies: an armed standoff that often begins with some variation of "This town ain't big enough for the both of...
The geopolitical and market bogeymen of the moment - Kim Jong Un, Vladimir Putin, tariffs, cyber warfare - are riding tall in the saddle....
Investors are pouring money into stocks, buy this bond-buying company could skyrocket by 100% in roughly three years.
This company makes...
The bond market is in the middle of a "perfect storm", indicating the end of a long bull market.
That's critical for both bonds and...
According to the Securities Industry and Financial Markets Association (SIFMA), in September 2016, an average of $722.6 billion in bonds traded...
There's a $400 billion bond bomb waiting for a light... and market volatility could be what sets it...
This method of measuring risk on high-yield bonds isn't just wrong - it ensures investors a bad...
Negative-yield bonds are the next crazy result in a global economy turned upside-down by central...
