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Valuation & Beauty
Stock market valuation and beauty have a lot in common: They are both in the eyes of the beholder. At…
Bonds
33 posts
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Bond Yields Have Normalized
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
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Is It Too Late To Panic?
Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
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Market Call: Trend Spotting
Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
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Sell Bonds, Buy Gold?
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
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Market Call: The Next Surprise
So far, September isn't living up to its bad reputation for the stock market now that the S&…
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Powell Declares Mission Accomplished
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
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Tough Treasury Auctions Belie Renewed Recession Chatter
US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…
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Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
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Market Call: Spotting Reindeers
Last week was a wild one for sure in the bond and stock markets. The bond yield plunged and stock…
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Ackman's Big Short
“There is too much risk in the world to remain short bonds at current long-term rates,” Bill Ackman said in…
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The Forces Of Light Versus The Forces of Darkness
Yin and yang. The forces of darkness appeared in the bond market while light shined in the stock market today.…
