TIPS Signal Higher Inflation
The bond market made history this week: investors paid to lend the government money. The government may want to throw a parade. Investors shouldn’t....
Stock Returns at Half the Risk
Including dividends, the S&P 500 is now up 7.5% YTD. Not bad. At a 7.5% compounded annual return, you would double your money every...
The Phony Stock Market Rally
The S&P 500 has been on a tear since the Fed first started floating the idea of quantitative easing 2.0. Since August 31, the...
Are You Bullish?
The sentiment survey done by the American Association of Individual Investors (AAII) shows that individual investors are bullish on stocks. The AAII’s weekly investor...
They’ll Wonder How You Live So Well
The businesses of the top 10 companies in the Vanguard Dividend Achievers fund could easily be part of your Saturday morning errands, especially if...
TIPS: Paying to Lose?
What would you pay for inflation protection? Investors buying Treasury Inflation Protected Securities (TIPS) are now willing to pay as much as 0.37% annually...
A Steaming Stew of Toxic Bonds
With short-term interest rates pinned near zero and long rates moving downward on the prospect of more Fed money printing, conservative investors and savers...
The Fed’s Stock Market Manipulation
The September jobs numbers from ADP and the Labor Department were released this week. The ADP survey showed contraction in private-sector jobs for the...
Employment Contracting
According to the ADP Employment Report, private sector payrolls contracted for the second month in a row in September. September’s payroll numbers fell well...
CRB Spot Index Hits All-Time High
Is it deflation that we should be worried about? According to the Fed, inflation is too low. That may be a temporary problem. The...