The Monday Melee: Saudi Treasury Holdings Exposed
Saudi Treasury Holdings Detailed for the First Time in Decades
After four decades of secrecy, the Treasury Department has released a report including Saudi Arabia's...
This is Why You Buy Bonds
Investing in the bond market has been a tough slog over the last few years. Zero percent policy rates and bond buying by the world’s...
You Will Get Crushed in These Bonds
The global bond market is broken. Years of zero interest rates and trillions spent buying everything from government bonds to corporate bonds by the...
Is this a Sucker’s Rally?
The chart below compares the spread (yield difference with treasuries) of the Merrill Lynch High-Yield Master Index to the S&P 500. The vertical axis...
A Day of Reckoning is Coming
Sorry to be dramatic, but it is true. There is a huge disconnect between what the Federal Reserve is saying it is going to...
Bond Bubble
I've been hearing, and reading a lot, and I mean a lot, about the bond bubble. But you know what? I’m not concerned in...
40 Years is a Helluva Long-time
Cashing in on the Fed’s zero percent interest rates while the going is still good, Microsoft is issuing $10.75 billion in bonds—an increase from...
Where to get 7% Yields
If you are a buyer of assets and a long-term investor, the recent turbulence in markets should be viewed as a welcome development. You...
Risk Off
As you can see here the tide has turned against junk bond investors.
From The Wall Street Journal:
The oil bust is exposing cracks in the...
2% Yields: It Could be Worse
If you thought you had it bad with 10-year Treasury yields at 2.3%, take a gander across the pond. In Germany, 10-year government bonds...