Many thanks to Jeff Miller at www.dashofinsight.com for picking up yesterday’s SP 500 Earnings Update post on his blog this weekend. ———————– So much of the mainstream financial media focuses on the stock market, and yet the corporate bond markets, … Continued
Jeff Gundlach, the “new” media-appointed Bond King in the last year, (and Jeff has made some good calls) who runs his own bond firm, DoubleLine Capital, was on CNBC yesterday (11/11/16) and weighed in on all things political, economic and … Continued
Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was an idiot), being a small advisor the writing gig brought some small exposure as well as many life-long friends. One … Continued
We’ve had a tougher year in our balanced and fixed income accounts, mainly because like the 99% of the other money managers in the universe of money management, we thought interest rates would rise again this year, (sentiment should have … Continued
High blood pressure is widely known as “the silent killer” for good reason. This blog post is a continuation of our blog post from 8/5/14 on liquidity in the bond markets. Today as an RIA managing individual investor money, and … Continued
Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates would continue to move higher into 2014, and the retail / consumer discretionary trade, which we thought would end with … Continued
Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield Muni Fund, Denise Simon, Managing Director at Lazard Asset Management, who is responsible for Emerging Market Debt, and Richard Gilmartin … Continued
One element to watching the stock market every day is to get a feel for the pattern of the market, and then watch and see if that pattern continues. Every correction for the SP 500 since 2011 has been fairly … Continued
Last Friday morning, April 4th, 2014, when I saw the 194,000 and then the 32,000 upward revisions in the payroll number, I thought, “This number might get Treasuries to back up a little” which was absolutely the wrong thought by … Continued
We were a bit disappointed in the Twitter (TWTR) quarterly earnings release this week, or rather the stock’s reaction to it. We’ve been using Twitter more and more and continue to find great insight and research on the medium from … Continued