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Tag Archives: yields
REIT’s may not be a bargain; distributions depend on rent being paid.
The Real Estate Investment Trust (REIT) has had a marvelous decade as property values just kept rising. It inspired large institutional investors (pension funds for e.g.) to get directly involved. The Canada Pension Plan has 12.1% invested in real estate. … Continue reading
Posted in Random Thoughts, stocks
Tagged capital, coronavirus, debt, distribution, interest rates, prices, real estate, risk, sell, yields
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What is the bond market telling us?
Bond traders have taken yields at very short end of the curve and mid-range (2 to 10 year maturities) a bit higher as confidence in the economy has temporarily strengthened. However as I’ve mentioned in prior articles, we may already … Continue reading
Posted in bonds, Random Thoughts
Tagged bond market, bondholders, bonds, interest rates, maverickinvestors, prices, spooner, yields
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Correction done? Don’t bet on it!
On March 20th, I published the following quote in my regular money.ca blog entitled: Reacting to headlines is perilous! Most worrisome: Jim Cramer (wait long enough and you’ll eventually be right) is more wound up than a four-year old high … Continue reading
Posted in Random Thoughts
Tagged behavioural, benchmark, biases, bond, bubble, bubbles, bullish, consumer, correction, earnings, easy money, fair value, fed, financial, fundamentals, GDP, Index, invesment, investors, mal, malvin, markets, maverick, maverickinvestors.ca, money.ca, optimistic, performance, risk, s&p, S&P500, sentiment, spooner, stocks, World, yields
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Selling bonds to buy stocks? Try door #3 instead!
I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether ignited by natural forces or government intervention) – rising interest … Continue reading
Posted in Random Thoughts
Tagged 500, aggressive, bonds, bubble, business, compliance, correction, crisis, cycle, DJIA, financial, government, inflation, interest rates, intervention, investment, investors, mal, malvin, market, markets, maverick, maverickinvestors.com, monetary, policy, risk, s&p, S&P500, spooner, stock, stocks, treasuries, U.S.$, ubs, US$, warren buffet, yields
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Gurus cannot time markets? I’ll tell you who can!
Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%. Slightly worse than flipping a coin. In my book I pick on a couple of very … Continue reading
Posted in Random Thoughts
Tagged assets, bearish, bloomberg, BNN, bonds, box, bullish, china, cnbc, corporate, crisis, cycle, economy, fed, fiscal, forecasts, growth, guru, gurus, investors, malvin, malvinspooner, managers, markets, maverick, maverickinvestors.com, money, popular, popularity, predict, predictions, recovery, resource, S&P 500, spanish, spooner, squawk, stimulate, treasuries, unemployment, US$, yields
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Money Flows and Regulatory Overkill!
I was reading an interesting article about the U.S. JOBS (Jumpstart our Business Act) which in effect begins to unwind some of the so-called “investor protection” constraints imposed by the excessive reactionary measures contained in the Sarbanes-Oxley and Dodd-Frank laws. … Continue reading
Posted in Random Thoughts
Tagged 500, appreciation, bankrupt, bonds, burden, crisis, dividend, economy, equities, financial, flows, fund, funds, governments, grade, institutions, investment, investors, layoffs, mal, malvin, market, mass, maverick, maverickinvestors.com, money, mutual, overkill, performance, psychology, regulatory, retail, reversion, RRSP, s&p, spooner, stocks, tax, unemployment, valuations, volatility, yields
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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
Posted in Random Thoughts
Tagged cash, companies, correction, crisis, europe, funds, global, growth, income, interest, investor, investors, macroeconomic, malvin, manager, market, markets, maverick, performance, performed, portfolio, products, rally, rates, risk, speak, spooner, stock, stocks, structured, U.S. economy, yields
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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
Posted in Random Thoughts
Tagged accessibility, Asia, assets, balance, behavior, behaviour, biases, blackberry, bonds, capital, consensus, crisis, economic, equities, europe, experts, financial, growth, housing, iPhone, markets, press, psychologists, psychology, returns, risky, sheets, spread, thinking, treasuries, yield, yields
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Out with the Treasuries, in with Corporates!!!
Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year treasury yield is a blip. Others believe that it is … Continue reading
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