ThinkstockGoldman Sachs and other investment firms warned that the market was getting more and more at risk of a 10% stock market correction, with the caveat that stocks would resume the bull…
Jon C. Ogg It is no secret now that interest rates have risen. Long-term Treasury yields and even intermediate Treasury yields are now perhaps even starting to normalize even with Ben Bernanke and the Federal…
The US Treasury 30-year bond, the so-called Long Bond, is proving to be a widow-maker to those who bought a couple of months ago. Most investors did not want to hear that…
ThinkstockThe never-ending bull market in Treasury bonds appears to be looking more and more as though the party is over. At some point, the risk-reward is just too great and people will…
Is the Treasury market finally living up to its threat as the next big short? The money that was made in the period from 2007 to 2009 on the subprime mortgage short…
ThinkstockBond yields have risen over the past month or two, and many investors expected those yields to keep rising. That was before Monday. The latest European debacle in Cyprus wanting to steal depositor funds…
Just over one month ago we made the case that perhaps the best short since the heyday of the subprime mortgage debacle may be on the horizon. Our December 5 story identifying…
Interest rates are nearly zero and the Federal Reserve has pledged to keep them that way until unemployment reaches 6.5% and as long as inflation does not get to a level that…
What is the next big short? The money that was made from 2007 to 2009 on the subprime mortgage short provided some of the most staggering profits that hedge funds ever realized.…
The U.S. Treasury has not had the best week when it comes to Treasury debt auctions. The 30-Year $16 billion Long Bond auction was a dud. You have to consider that the…
You have been warned about bubbles forming in bonds and in dividend stocks. So when you get a report out on Gross Domestic Product that is above most expectations it should be…
Investors are treating U.S. Treasury debt more favorably than gold at the moment. The U.S. just saw its “AAA” rating from Fitch maintained late on Tuesday and now we are reminded why…
Jon C. Ogg Jon OggSo, just two weeks ago it looked as though “Sell in May and go away!” was not going to be as strong of a theme in 2012 compared to 2011 and…
The Institute for Supply Management has issued its reading for January non-manufacturing and the data is strong. Very strong. At 56.8, this is the best reading in almost a year. Dow Jones…
Treasuries are seeing a continued slide as the impact of QE2 and raised economic projections along with higher inflation in China. The 10-Year Treasury hit a yield above 3.39% and that marks…
