Bonds Analysis & Opinion

Rates are rising once again. Over 90% of investors focus almost exclusively on stocks. This is a mistake. The reality is that everything happening in stocks since 2008 has been the direct result of...

Once again, 10-year Treasury yields failed at the top end of a long-term channel, although can push higher near term, creating a trading opportunity in iShares 20+ Year Treasury Bond...

In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some food for thought on that statement in regards to the bond...

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

The insanity of Central Bankers knows no bounds.The latest indication of just how far “down the rabbit hole” the financial world has gone comes from Japan where it was announced that the...

This 2-pack looks at 10-year and 30-year yields over the past 30 years. Both have remained inside of falling channel (A) during the last 25 years. The interest-rate rally over the past two years has...

Every journey starts somewhere. It is the result of a plan or just a thought that is acted upon impulsively. And every one of them takes unexpected twists and turns along the way. Whether it is the...

Municipal bonds might not be the first thing that comes to mind when you think of a sexy investment. They don’t typically command news headlines like the stock market or bitcoin.That...

Bond investors have a very rocky road in store for them over the next few years, according to one prominent fund manager.Paul Tudor Jones, who runs the Tudor Investment Corporation, issued a stern...

Below looks at the 2-, 5-, 10- and 30-year Treasury yields over the past 30 years. Yields remain inside of their respective 25 year falling channels. Rallies over the past couple of years find each...

The headline says so. Hedge-fund veteran Paul Tudor Jones has joined the growing chorus of big hitters in the fixed-income world warning that bonds are well and truly in a bear market. Well, they...

This Great Graphic from Bloomberg shows the net large speculative positioning in the 10-year note futures over the past five years. They began last year with a huge next short position of more than...

The top part of the chart above looks at the 10-year yield on a monthly basis going back 14 years. The bottom section looks at the 19-month performance since 2004. Yields are up 94% in the past 19...

The following is an excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class ‘throw-in’ but instead are a key indicator...