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Jason Cimpl: The yield on U.S. bonds is abysmal. While I realize that I don’t need to tell retirees something they already know, such a low interest rate is a crisis that faces many American citizens. Read more…
Jeff Harding: I am very critical of Bill Gross of PIMCO and have named him of one our Crony Capitalists of the Month because of his insistence that the Fed bail out his industry. Mr. Gross, as we all know, has been very successful in his run at PIMCO and I respect him for that. But I will say that I don’t Read more…
Scott Pluschau: I recently wrote a few articles explaining the Legacy Commitments of Traders report and the Open Interest of Futures. Here’s last week’s article on the Euro and its COT report. In this week’s report (January 18-24th) there were some major moves made by the commercial traders in the 10 Read more…
Matt Tucker: A picture is worth a thousand words: Read more…
Scott Pluschau: The 20 year+ U.S. Treasury Bond exchange traded fund (NYSEArca:TLT) is skating on thin ice. A “head and shoulders” pricing pattern developed on the Daily chart recently. A head and shoulders pattern shows a gradual overcoming of supply vs. demand and it can have serious Read more…
Corey Rosenbloom: Following up with my prior inter-market post this week “Something’s Gotta Give,” let’s take a look at the sharp down-move that developed since then as seen in the iShares Read more…
Chris Ciovacco: We noted extreme levels of optimism earlier today. What could possibly trigger a correction in stocks and commodities? If the Fed fails to signal and/or announce another round of quantitative easing (QE), it would undoubtedly leave the markets disappointed. Read more…
The Daily Capitalist: On the morning of this past Friday the 13th, I was greeted on my home page, Bloomberg.com, by the lead story– which was of investors cheering and captioned by the statement that good news is at hand, CEOs are now in a hiring mood. I had an uh-oh moment in my usual Read more…
Scott Pluschau: The iShares Barclays 7-10 Year Treasury ETF (NYSEARCA:IEF) is coming to a fork in the road. IEF is active and liquid since big money hedges and speculates in Treasuries. I am preparing my trade plan to capitalize on the opportunities that will likely be presenting themselves in 2012. Read more…
Sy Harding: First let’s make sure we understand the basics of bonds. Bonds are a form of debt. When a company or a government needs to borrow money it can borrow from banks and pay interest on the loan, or it can borrow from investors by issuing bonds and paying interest on the bonds. Read more…
Justice Litle: For the 30 year period between 1981 and September 30th 2011, government bonds outperformed stocks. What does it mean? “Stocks for the long run” is a famous mantra of Wall Street. A distinguished academic, Professor Jeremy Siegel, even wrote a book with exactly that title. Read more…
Martin Hutchinson: I’ve made no secret of my aversion to Treasury bonds. Yields right now are irrationally low, and thus do not accurately reflect U.S. credit risk. Read more…
Jeff Harding: The CPI for September came out showing year over year price inflation at 3.9%, up from last month’s 3.8%. Prices increase 0.3% over August. Core price inflation (less energy and food costs) increased only 0.1% over August and is up 2.0% for the year. The BLS said: Read more…
Keith Fitz-Gerald: To hear the “bond bubbleistas” tell it, the bond market is poised to collapse the second interest rates start to rise. Read more…
EconMatters: PIMCO who specializes in Bonds, having the largest bond fund in the world could not have been more wrong about an asset class, which is surprising considering their experience in this sector. Bill Gross`s official declaration that his firm was shorting the US Treasury Market on April Read more…
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