Bessent’s Big ‘Bazooka’ Not Big Enough, Trump’s $5G Promise, Debt Woes
Let’s see why the $6B repurchase plan let down investors and bond traders, check the math on Trump’s $5G ‘dividend’ promise, and … a Nvidia probe.
Why This One Thing Has the Biggest Impact on the Long End of Yields
Let’s take a deep dive into bonds and yields, what’s key to watch; also here’s my playbook right now.
A Weird, But ‘Useful’ Way to Think About the Surge of New Bond Issuance
It’s important to think about new investment grade bond issuance as Sec. Scott Bessent confronts the task he has created for himself.
Thinking About the Unthinkable
As the bond selloff continues, the debt supercycle seems unstoppable, fiscal discipline out of sight and rising inflation a possibility, it’s time to have a tough conversation.
Bond Yields Make for a Not So Nice Start to September: 8 Key Items Shaping the Stock Market Tuesday
S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.
What’s Behind the Bond Trouble
Let’s see what’s causing the big bond selloff, why I don’t believe they’re collapsing, and some words on that $40 trillion national debt.
As the Headlines Heat Up, I’m Focused on This Bond Fund and Energy
Summer is ending but the chaotic news flow won’t quit, so here’s my take on current events and how to trade them.
People Still Think Bonds Are Scary
The question is, does that make bonds a buy here? And the Nasdaq is close to being oversold.
The Market Got What It Wanted. So Why Did Nobody Care?
Here’s what it means when a rate-friendly session fails to attract buying. Plus, Dick’s results raise a familiar question..
I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.