Bond Bubble Update: Cash Inflows to Bond Funds Set to Exceed Dotcom Bubble...
Perhaps a sign that we’re heading into a deflationary spiral - perhaps a clear sign of a bond bubble – or perhaps some mixture of both. From Bloomberg: The amount of money flowing into bond funds is...
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Bloomberg Reports of Deflation’s Demise Greatly Exaggerated
Today, Bloomberg was quick to post a headline trumpeting the end of deflation: Deflation Disappears With Bond Market Showing Growth Oct. 25 (Bloomberg) — The bond market is showing Federal Reserve...
View ArticleBill Gross Call the End of the 30-Year Bull Market in Bonds
Bond King Bill Gross writes that the Fed’s QE2 announcement will likely “mark the end of a great 30-year bull market in bonds.” From his latest PIMCO investment outlook: We at PIMCO join with Ben...
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Muni Bond Charts Indicate Next Crisis May Be Imminent
Hey, have you noticed muni bonds lately? They’re crashing! Muni bonds fall off a cliff (Source: StockCharts.com) We shall see where they go from here – but the recent rally sure looks like it your...
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Signs of Life in Muni Bonds – Dead Cat Bounce on Tap?
Regular readers know that we abhor muni bonds as much as anyone. But my interest has recently been piqued by calls for short-term rallies from sharp guys like David Rosenberg and Steve Sjuggerud, who...
View ArticleBill Gross Backs Up Bearish US Treasury Talk, Sells All of His
Bill Gross is OUT of US Treasuries: Bill Gross, founder and co-chief investment officer of Newport Beach, Calif.-based Pacific Investment Management Co. has emptied Pimco’s Total Return Fund, the...
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Everyone Hates US Treasury Bonds – Time to Go Long?
On Friday, while writing about the big “Bill Gross is out of US bonds” news, I mused that now might be a good time to take a flyer on Treasuries: Sentiment is so bearish on the Long Bond that I’d...
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With Bonds Soaring, How Much Upside is Left?
The “short long-term government bonds” trade must be in contention as one that’s extracted the most money from otherwise smart traders and investors over the past five years. Interest rates just CAN’T...
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Have We Seen the Secular Bottom in Interest Rates?
Interest rates are beginning to creep up – and technical guru Carl Swenlin believes this may the long-awaited secular upturn in rates. He outlines – and shows via his trademark charts – why this is....
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Yellen’s Gonna Crush Your Bonds – Buy These Instead
Worried that rising rates are going to hurt some of the bonds you own? If so, you’d better move some of your fixed-rate bond money into “floating-rate” issues. As I write to you on this first Wednesday...
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My Top Contrarian Fund Plays for 2016
Most “first-level investors” spent the holiday season dumping any and all fixed income holdings like expired eggnog. The Fed rate hike got in their heads, and in their panic they tossed some perfectly...
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Bond King: The Worst High Yield Investment Today
There’s a new bond king in town – and he’s warning investors about a high yield darling that’s really a backdoor energy trap. Barron’s swapped out Bill Gross for Doubleline Capital founder Jeffrey...
View ArticleBond Bubble Update: Cash Inflows to Bond Funds Set to Exceed Dotcom Bubble...
Perhaps a sign that we’re heading into a deflationary spiral – perhaps a clear sign of a bond bubble – or perhaps some mixture of both. From Bloomberg: The amount of money flowing into bond funds is...
View ArticleClik here to view.
Bloomberg Reports of Deflation’s Demise Greatly Exaggerated
Today, Bloomberg was quick to post a headline trumpeting the end of deflation: Deflation Disappears With Bond Market Showing Growth Oct. 25 (Bloomberg) — The bond market is showing Federal Reserve...
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