Fed Up

Posted on Saturday, September 24th, 2016

The S&P 500 had its best week since mid July as central bank largess was increased yet again. On the menu this week was a buffet served up by not only the Bank of Japan (BOJ) but by the United States own, Federal Reserve. The BOJ refuses to give up on its intention to foster… read more.

Don’t chase yield in a world of low rates, JPMorgan says

Posted on Saturday, September 24th, 2016

Bond Market Headwinds – Dalio and Gundlach

Posted on Sunday, September 18th, 2016

Ray Dalio spoke at the Delivering Alpha Conference with CNBC. He made interesting note that interest rates cannot be made materially lower and may in fact “go the other way”. As bond yields go down it has the effect of making stocks more valuable. The bond bull market that has seen interest rates on the… read more.