Tag Archives: income

Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

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BONDS – Where we go from here! (And what about equities?)

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading

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Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

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Stocks & Bonds…the next 100 years.

Trying to determine investment strategy hinges on a seemingly impossible exercize.  Namely, predicting what the world will be like.  The most important metrics are interest rates and real rates of return for the more critical asset class alternatives.  Despite our … Continue reading

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The BIG Bernanke: Bond risk for the duration!

The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be further from reality – especially because of the post-crisis distortions … Continue reading

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Is the end near? For yield it just might be!

A huge believer that what we read in the press is always the exact opposite of what we should expect, the universal agreement by pundits that interest rates will remain at rock bottom levels must be a signal.  And the … Continue reading

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Institutional Investors missed the boat….yet again!

Just back from a nice ride on a rented Harley-Davidson motorcycle (in beautiful Arizona), I can’t say that I’m back in the swing of things just yet, but it sure did clear my head. Oh, and an occasional break does … Continue reading

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