Tag Archives: treasuries
Why the Bond Market is Squeezing Fed Chair Warsh
Making sense of conflicting economic data can be tricky. Particularly when the data is fabricated by government bean counters. The task for the casual observer is to discern what is real and what is just statistical sleight of hand designed to obscure economic weakness. Continue reading
Adapting to Higher Yields
Jamie Dimon, CEO of JPMorgan Chase, recently said he wouldn’t buy long-term U.S. Treasuries. His rationale is simple, he “doesn’t understand the upside.” Continue reading
Why the Era of Cheap Money is Dead
Most Americans, and people across the planet, have been trained by a financial system where borrowing costs became perpetually cheaper. If you got into a pinch, you could refinance your mortgage, with more agreeable terms, and quickly increase your cash flow. Continue reading
The Brutal Truth About the Upcoming Stagflationary Simmer
Major U.S. stock market indexes continue to float along at or near all-time highs. The ride’s been both fun and exhilarating. Continue reading
