Tag Archives: spread

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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Spread for RISK narrowed; as predicted!

You might recall that in December I posted the adjacent chart, recommending that the spread between equity yields and treasuries was “NUTS” and a narrowing of the spread between more risk and less risk would favour stocks.  It remains in … Continue reading

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Real Reason BANK stocks are STRUGGLING!

Banks are in the news. The stocks are sucking wind, and massive layoffs continue unabated (recall in one of my earlier postings that that jobs relating to ‘financial activity’ have been declining rapidly in America). And it’s clearly a global … Continue reading

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So I was right about trimming oil, metals but what to BUY? How do I Pick Stocks?

So my warning over past couple of weeks of a meltdown in resources has come to pass (well, begun anyway).  I can promise you NOBODY will sign in to acknowledge it.  Why?  If you’re also a maverick investor/advisor – you’ll … Continue reading

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