Bonds Analysis & Opinion

For the first time in since 1991 the amount of corporate paper outstanding in the US is higher than the amount of mortgage related securities.There are a couple of reasons for this: 1. Net corporate...

In last week’s post, we covered why it makes sense to invest in individual bonds versus using a fund. A fund’s “one-size fits-all” approach can be convenient but may not be...

I've updated the charts below through Friday's close. The S&P 500 is now 3.25% off its interim high of 1,465.77 set on September 14th, the day after QE3 was announced. The interim low since then...

Plenty of equity traders and investors follow seasonal trends. For example, it is widely known that tehre is a good six-month period in which to be long stocks and another six-month time frame is...

The dreaded fiscal cliff, should it come to pass, could have an adverse impact on myriad asset classes. From dividend stocks to high-yield bonds to select commodities, riskier assets of all stripes...

There has been a dramatic global change over the past few years as investors have sold stocks and bought bonds. The Financial Times recently announced that British pension funds are holding more bonds...

March Bunds hit the 145.88 target and halted exactly here as the bull run continues. A push through last week’s high today leads to the July highs at 146.26. Any shorts here need a stop above...

Investors look to bonds for the income they earn over time and because they are generally safe investments. Given today’s environment, bonds are an integral part of an investor’s...

The long-term T bond could be a great short even if it remains within its secular uptrend (interest rates in a secular downtrend) because as the big picture monthly chart of the...

Fueled by historically low mortgage rates and declining inventories, the U.S. housing market is on the road to recovery. With positive signs across almost all markets, the rebound is broad-based which...