Tag Archives: treasury

Are markets in denial? Recent history in one chart!

Are we and the stock market in denial?  Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs.  I still adhere to my … Continue reading

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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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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 ‘bonds’ are back in town? Don’t be fooled!

Back on June 4th, in my commentary suggesting Yogi Berra (“When you come to a fork in the road, take it!”) would make a great investment strategist I thought at the time we were indeed at a fork in the … 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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Sell in May and go away? Smarter to buy in July!

Seems we may be getting a taste of the seasonality I warned about in prior postings (and discussed in my literary masterpiece A Maverick Investor’s Guidebook – also available as an ebook for the digitally minded).  If you’re like most novice investors and only … Continue reading

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