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Bond Risk: More Important than Tax Reform, Politics, or the New Fed Chair

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bond and stock markets

Bond Risk: More Important than Tax Reform, Politics, or the New Fed Chair

Bond Risk Bond markets and bond risk are far more relevant today than worrying about politics, tax reform, the next

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Four Reasons Markets Are Crazy and One Way to Prepare for a Correction.

Markets Are Crazy ! Below, we’ll examine four reasons that markets are crazy and how YOU can prepare for even

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Today’s Bond Market: Is it Safe to Go in the Water?

  Today’s Bond Market Below, we consider today’s bond market in the backdrop of key themes such as bond yield

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Trump, Biting the Hands that Feed Him? Questions on Fiscal Stimulus

Fiscal Stimulus  Below, we look at the odds of a meaningful fiscal stimulus, debt ceiling solution or a budget and

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quantitative tightening

Quantitative Tightening : Will It Cause Higher Bond Yields and Lower Market Returns?

The Big “Yawn” & the Recent Quantitative Tightening Announcement The Federal Reserve’s infamous post-08 policy of expanding the money supply

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The Dabbler

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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

Hats Off to the Bulls—For Now At Least… So we live in a post-08 market that only goes up and

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Market History and US Debt, Part IV – From Bad LBO’s, Real Estate Bubbles and the 08 Crisis to Today’s Mess.

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

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Market History

Market History and US Debt Part II—From Nixon to Black Monday.

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

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Market History

Market History & US Debt—Part I. Lessons of 1929 and FDR’s Mistakes.

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

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