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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…
Stocks
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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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Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
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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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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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Fed Officials Calm Troubled Waters
The bond market was closed today for Columbus Day. However, the iShares 20+ Year Treasury Bond ETF (TLT) surged 2.…
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Some Good News From The Bond Market
Hurray! The bond market will be closed next Monday for Columbus Day. It has done enough damage in recent weeks.…
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Why Is the Bond Yield Soaring?
The latest batch of economic indicators was weaker than expected. On Friday, we learned that real personal consumption expenditures rose…
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Core Inflation: The True Story
A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over…
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Bonds Weigh On Stocks
The 10-year US Treasury bond yield rose from a recent low of 3.425% on December 7 to 3.849%…
