Bonds Analysis & Opinion

I try to stay away from making predictions. I don’t see the upside. If I am right, then yay! But after the fact, predictions often look obvious (hindsight bias) and it is hard to get much credit...

This week, Durig Capital revisits a rent-to-own operator making outstanding progress in addressing a growing economic segment of the purchasing population, last reviewed in “Rac Up 7.62%...

10-Year Note Non-Commercial Speculator Positions: Large treasury bond speculators reduced their bearish net positions off of a record high level in the 10-Year Note futures markets this week,...

Fundamentals: Demand-supply effect in May is expected to be the opposite of what we saw in April. Total net issuance of Germany, France, Belgium and Netherlands adjusted for Purchase Program should be...

This week, we look at an oil and gas producer focused in the Gulf of Mexico. W&T Offshore Inc (NYSE:WTI) was reviewed on several occasions by Durig Capital - recently in “Drill into 25%+ YTM...

Contributing to the stock market’s agita so far this year has been the prospect that the 10-year US Treasury Bond Yield may be on the verge of rising above 3.00%, a level that for some reason is...

The markets are moving into their first MAJOR inflationary shift in TEN years.Perhaps the single best metric for measuring inflation vs. deflation in the bond markets is the TIPs to Long US Treasury...

April has come to a close and there are fresh monthly charts to review. The markets have had a roller coaster ride during the first 4 months of 2018. This has resulted in the cadre of pundits getting...

In early March, the 10-year yield was circling 2.87%. Now it is circling 3.00% for the first time in 4 years.The increase is probably shocking to many analysts and investors. Neither economic nor...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators sharply increased their bearish net positions in the 10-Year Note futures markets this week, according to the latest Commitment...

The big market news on April 24th was the 10-year US Treasury yield went above 3%. While there is nothing magic, per se, about the 3% level on this benchmark government bond ( it is actually quite low...

It seems everyone is talking about the yield curve right now. It also seems most economists and investors are quick to dismiss what would typically signal a clear economic warning as nothing worth...

Finally! The 10-year Treasury yield has hit 3 percent. What’s next for the gold market?Here We Are, At 3%So it finally happened. The 10-year U.S. Treasury yield reached 3 percent, a level not...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended Tuesday at 3.03% and the...