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

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

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

National Accounting: Making Money in Debt-Driven Markets—Market Crisis or Not As markets continue to make new highs on the back

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

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

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

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