Bonds Analysis & Opinion

Last May, I suggested that interest rates were about to blast off.Since then, the yield on the 10-year note is up 80%! Below is the performance of interest sensitive assets and the S&P 500...

The last time we looked at the Municipal bond market was back in June, and it played well for a bounce off the lows. But since then it has moved sideways in a tightening consolidation. The last 2...

There was a major flow from Bonds into Stocks in 2013, and only 1 person (Bill Gross) expects that may reverse. But shorter rates, those on 5 and 10 year Treasuries, look ready for a reprieve, at...

Weekly CFTC Net Speculator Report10-Year Treasuries: Large speculators and futures market traders sharply increased their overall bearish positions in the 10-year treasury note futures by the most...

You don’t get every trade right, unfortunately. Sometimes, even the best-thought-out investment thesis turns out to be flat-out wrong.   My biggest blunder of 2013?  Shorting Japanese...

I post the long horizon 2.5x2 P&F chart of the 20-year Treasury Bond ETF (TLT) as a proxy for US Treasuries.In February 2013 TLT broke down through the Bullish Support line and long-term support...

 Is it hard to go against the crowd or trend? Even after 34-years of being in the business, I still get a few butterflies in my stomach when the Power of the Pattern and sentiment line up...

Weekly CFTC Net Speculator Report:10 Year Treasuries: Large speculators and futures market traders decreased their overall bearish positions in the 10-year treasury note futures by the most since the...

I have written extensively about gold, silver, interest rates, bonds and inflation in the recent past. I always find people respond in a manner that exposes their personal vulnerabilities or...

Bund broke 139.70/65 support, tumbled further than expected towards the October low of 138.79. We bottomed just above at 138.83 so watch to 138.83/76 area closely. We are very oversold short term so a...

I sometimes answer questions for those at Klout.com that ask basic investing questions. Usually I point to old articles of mine, but this time someone asked a question that I have not answered before,...

The 10-year Treasury Note briefly touched 3% yesterday but closed back below the line in the sand by the end of the trading session. Was hitting 3% a big surprise? Not really as bond prices have been...

As I’ve said ad nauseum, interest rates accelerating higher could be the defining theme of 2014. Since bottoming in July 2012, the ten-year T-note rate has more than doubled. Freakishly, real...

I am a chartist. I do not attempt to understand macro economics. The charts provide possibilities and probabilities, not predictions of certainties.The German Bobl (5-Yr Bond) is forming a H&S top...