Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns, “Weighing the Week Ahead” mentions this blog in the weekly market recap. Jeff writes a very thorough piece – that … Continued
This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield at a critical juncture. This graph, (I think its from from Charlie Bilello at Pension Partners from Twitter) … Continued
Supposedly, the old-school Sicilian Mafia have an old saying, “the snake lays coiled in Napoli” which supposedly means that in older Italy, when the Mafioso ran the country and the Mafia power centers were split between Sicily and Naples, the … Continued
Since this blog post, the 10-year Treasury yield has fallen, which has put the TLT (below) close to breaking its downtrend line (price, not yield) in place since early 2015. Not being a trained technician and more an armchair observer, does … Continued
There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e. low risk of loss, modest returns, etc. And that has been true for a while. In the late 1990’s, the … Continued