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Tag Archives: bonds
JEREMY GRANTHAM: SEVEN LEAN YEARS
An excellent read, as usual. I do not agree that the market is worth 850 (see US EQUITIES VALUATION ANALYSIS: DUCK, YOU (HAPPY) SUCKERS!) , but all else is vintage Grantham. Read it all and more here. My view of … Continue reading
INTERNATIONAL LONG TERM INTEREST RATES
While long-term interest rates in the US are on the verge of breaking out to multi-month highs, a look at long term rates in other countries/regions shows that the rest of the world isn’t following suit. As shown below, 10-year … Continue reading
High-Yield ETFs’ Love-Hate Relationship With Investors
(…) The high-yield boom has packed premiums onto ETFs that may not last. Inflows to high-yield ETFs have been virtually nonstop in the past few years. In order for new units to be created, third parties such as investment banks … Continue reading
DEBT ALARMS!
Budget deficits and rising debt levels are beginning to make headlines. Rating agencies need to rebuild reputations and will be speaking and acting early and harshly. This will have many ripple effects and unnerve investors at a time when most … Continue reading
Posted in Uncategorized
Tagged bonds, CREDIT, CURRENCIES, financial crisis, fiscal stimulus, INTEREST RATES
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SOMETHING HAS TO GIVE
Three commentators discuss the same phenomenon: OVER THE PAST DECADE, stock and bond prices have generally moved in opposite directions, meaning that share prices and bond yields have moved together, both higher and lower.(…) This important relationship held true this … Continue reading
Posted in COMMODITIES, CURRENCIES, EQUITIES, GOLD, INTEREST RATES, Tony Boeckh, Uncategorized
Tagged bonds, COMMODITIES, CURRENCIES, EQUITIES, GOLD, INTEREST RATES
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Risks, Hedges and Opportunities
The cost of money is so low that no matter what view an investor may have, there is enough money around to be right over the short term. Players that are deploying a defensive investment strategy either by buying deflation … Continue reading
Posted in ANALYSIS, Risks, Hedges & Opp..., Uncategorized
Tagged bonds, GOLD, INTEREST RATES
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A PRIMER ON BONDS AT EXIT?
THE GREEKS WERE EARLY in so many areas — republicanism, competitive sports, spinach-and-feta omelettes. There’s a chance that recent action in Greek government bonds is offering an early glimpse at the anxiety that could attend the eventual withdrawal of central … Continue reading
SOME THOUGHTS ON CREDIT … AND THE DOLLAR
David Rosenberg has some interesting observations on the strange correlations recently observed in financial markets: Still bullish on credit spreads Baa spreads (Baa corporate yield minus U.S. 10-year Treasury note yield) have consolidated around 290bps — there has been very … Continue reading
Bill Gross Says Value Diminishing in Credit Markets
Nov. 13 (Bloomberg) –(…) Mortgage and high-yield corporate debt is “overvalued,” making Treasuries and investment-grade company debt attractive, Gross, co-founder and chief investment officer of Newport Beach, California-based Pimco, said in a Bloomberg Radio interview. Emerging-market debt is appealing to … Continue reading
A BOND CULT?
Over the past six months, retail investors have plowed a record $214 billion into bond funds. Add in hybrids, and that number becomes $236 billion. And in the face of the temptation from a 60%+ equity rally, how much has … Continue reading
BOND YIELDS
Yields Moving Up Again, Slopes Set to Flatten ? Bond yields have been rising from their Q3 trough levels as bond prices succumb to an improving economic/earnings outlook and stable core inflation data. September core inflation was up 1.5% YOY … Continue reading
US INFLATION: Breathing Room For The Fed
The latest CPI data reinforce our view that there will be no early exit from the Fed’s expansionary monetary policies. Both the headline and core CPI indexes rose by 0.2% in September. The increase in the core index was slightly … Continue reading
