Bonds Analysis & Opinion

[We’ve featured the sage thoughts of our friend Doug Behnfield here many times. In the report to his clients below, the Boulder-based financial advisor reaffirms his strong conviction that...

TLT remains my only large short position, and it's also just about the only bright spot in my trading day. This is a beautifully-formed head and shoulders pattern, and the retracement to the neckline...

The rally in leveraged finance markets is back on, as investors snap up junk bonds as quickly as they come to market. LCD: Price guidance for Iron Mountain’s [records-storage company] 12-year...

The only meaningful short I had entering the day was TLT, and it's doing pretty well. I think the ZB contract is going to head toward about $146, now that support has finally been broken.

Once I was talking to my boss at Provident Mutual about exotic options, like barrier, knock-out, and knock-in options. As I described them to him his reactions were: Why would I want to take that...

PIMCO published a report on Spain ahead of the ECB's much-anticipated meeting this week. The analysts at the famed bond-management company expect a lackluster response that is more of a band-aid than...

The great economic historian Charles Kindleberger described a bubble as follows: “What happens, basically, is that some event changes the economic outlook. New opportunities for profits are...

There is no denying that the Mario Draghi comments have caused a massive rally in today's stock markets. The important and highly followed SPDR Dow Jones Industrial Average (NYSEARCA: DIA) is trading...

Spanish bond yields retreated from euro-era highs and Italian bond yields retreated from post-LTRO highs as Ewald Nowotny, member of the European Central Bank's (ECB's) governing council, said that...

When it comes to bonds I have four main ideas.Invest in areas where you are more than adequately compensated for the risks.Try to be as unconstrained as possible.After a credit crash, wait for the...

Note from dshort: On Monday I posted an update on US Treasury yields, several of which hit historic closing lows. The 10-year had tied its historic low at 1.47. How low can the 10-year go? Yesterday...

Italian 10-year bond yields rose Tuesday to the highest level since the European Central Bank (ECB) launched the Longer-Term Refinancing Operations (LTRO's) earlier in 2012. The move higher in yields...