Watch or listen here.
Bonds/Interest Rates
Now listen up and listen good
“data dependent”
Take that two and a half percent and run.
Is two and a half percent the best you could get for return of capital? Maybe not, but isn’t it good enough? Two years ago the going rate was about zero. On high six-figure or seven-figure money, this is a big difference.
Buying mortgage backed securities is Boomer Stimulus
It’s enough already.
Here’s what’s coming
Video
Bond Market Doesn’t Bite
“ Like I’ve said in the past, I wish the 10 yr Treasury yield could speak to us and say what they’re thinking”
Did negative-yielding debt peak?
$17 trillion!
Is the Yield Curve Coming to Kill You?
OMG what do we do?
Negative Rates Could Happen in America, Too
So far, this phenomenon has not occurred in the United States. But that may just be a matter of time.
Credit Spreads vs the Bull Market
the bond market probably sees something more like an earnings recession if not an actual recession
