Bonds

The End of the Easiness

You can put together as many lists of stocks and themes as you want, but overshadowing all of your investment theses will be the simple fact that in 2010 we’re going to see the End of the Easiness (apologies to Don Henley).

about that wall of cash on the sidelines…

It’s the shock of the century! Helicopter Ben drops rates to a semi-permanent zero percent and people decide that saving is pointless! Whodathunkit? They then pull cash out of money markets and fling it at anything doing business in China or promising a decent bond yield.

The New Gameplan?

Is this the gameplan, then? “Dollar Bulls, you guys get to win Tuesdays and Thursdays, we will announce something nasty out of the Eurozone before the NY markets open on those days. Dollar Bears and Investors, y’all need to be patient and wait for Mondays, Wednesdays and alternating Fridays.  On those days, we’ll throw you…

The Rally Apologista's Handbook

I hear and read the same scary statistics every day just like everyone else. But the quote screen doesn’t lie. So I apologize for staying in the game and these are my excuses.

Hot Links: The Egg Monster

Stuff I’m Reading this Morning… BIG STORY: JPMorgan crushes their earnings by 31 cents.  Look out!  (Bloomberg) A philosophical take on whether or not banks are good for society.  (NakedCapitalism) Vanguard did a study on how much bond funds could drop when interest rates get raised, the losses could be gigantic.  (SeekingAlpha) Which Wall Street…

Of Convictions and Assumptions

With stocks, bonds and commodities on a too-good-to-be-true rampage since March, many market participants are struggling with the age old question of when to sell while their bearish counterparts are having a similar internecine conflict over when to throw in the towel and get long with the herd. I found a quote that I believe…

TrimTabs: Bond Funds Over Stock Funds

Investment Flows While bond funds posted an estimated inflow of $16.1 billion on the first nine trading days of June, all equity funds posted an estimated outflow of $2.1 billion. Source: TrimTabs.com According to the TrimTabs Weekly Liquidity Report, investors continue to favor bond funds over equity funds with $16.1 billion headed to fixed income…