Silver as an investment

Category Archives: Bond

Weekend Reading: Oil Slick

Authored by Lance Roberts via RealInvestmentAdvice.com, Beginning in December of last year, following the announcement by OPEC of a cut in oil production, I have discussed the “headwinds” that persist against a sustained rise in oil prices. “The supply/demand dynamics currently suggest that oil prices and energy-related investments could find a long-term bottom within the […]

“The Hope Trade” Is Over: BofA Slashes Its 2017 GDP Forecast To Just 2.1%

First they came for the Trump Trade… then they came for the hope. And, as a result, BofA has thrown in the towel on its economic rebound for this year. As BofA’s Michelle Meyer writes, “Hopes for a big fiscal stimulus have faded, prompting us to revise our 2018 GDP growth forecast to 2.1%, down […]

Warning: the Oil Crash Is Just Days Away From Triggering a Debt Crisis

The Oil collapse is about to trigger a crisis in junk bonds. Oil has been going straight down for weeks now. As we write this, black gold is below $43 a barrel, down 16% from its levels a month ago. “So what?” you might ask, “Oil experiences similar drops all the time. Why is this […]

When Doves Fly – Bond Market Turbulence Ahead – by Michael Carino

  It is largely acknowledged that after a decade of unprecedented monetary accommodation in the US and abroad, bond markets are extremely overvalued.  Globally, central banks are trying to slowly deflate this bubble but the beast created is not easily broken.  A decade of manipulating bond prices has created a small consortium of large balance […]

China ‘Rescues’ Bond Market In Symbolic Move But Yield Curve Remains Inverted

For the 10th day in a row, China's bond yield curve remains inverted (the longest in history). With yields at 3-year highs, corporate bond issuance is evaporating, and has now emerged as the latest major, and most imminent, threat facing China's financial sector and $10 trillion corporate debt market. However, it appears Chinese authorities have […]

SocGen: The Fed Is Raising Rates Too Slowly To Contain Asset Bubbles

Yesterday, when looking at the divergence between the slowing US economy and the Fed’s insistence on hiking rates, Bank of America’s David Woo asked if there is a different motive behind the Fed’s tightening intentions, namely is the Fed trying to pop the market asset bubble: “Can it be the case that its hawkishness was […]

Bill Blain Flips Out: “Not Much Surprises Me Any More About Markets, But Really? Really!?”

On Monday morning, we reported that in a stunning development, chronic defaulter Argentina – which just one year ago emerged from its latest bankruptcy – has found enough willing greater fools to sell 100-year bonds to. One person who especially stunned, was Mint’s Bill Blain, who issued an entire note describing his disgust with what […]

“Mr. Carlson Said One Of His Clients Had 40% Of His Net Worth In Apple”

The WSJ has a good article explaining how schizophrenic the tech rally this year has been, with shares of giant tech firms “cropping up everywhere” in the universe of factor-based strats, even contradictory ones. Some examples: “Apple is in five low-volatility ETFs with a collective $14 billion and nine momentum ETFs with $17.7 billion, according […]

‘Hawkish’ Dudley Sparks Bond, Stock Selling With Puzzling Comments

zerohedge.com / by Tyler Durden / Jun 19, 2017 With two comments this morning that seemingly fly in the face of all common-knowledge, Fed’s Dudley offered a hawkish tone that sparked selling pressure in stocks and bonds even as USDJPY spikes. Dudley proclaimed first that an inverting yield curve is not a problem…  FED’S DUDLEY: FLATTENING YIELD […]

SkyNet is Sentient and Will Destroy Your Investments and Pension

SkyNet is Sentient and Will Destroy Your Investments and Pension By Cognitive Dissonance     Do you really want to know about how SkyNet controls your investments and pension via the various financial markets? I ask with all sincerity because the subject is not pleasant and may even be frightening to those who have followed […]