This article made me think, what is white looks black, what is black looks white. The rising mortgage rates, while they may eventually dampen...
Water Mrs. Central planner. Give the kid some water, canât u see heâs thirsty?
Scary day, didnât expect liquidity to dry up this fast. Added QQQQ @ 39.57 and 39.37. Tempted to add more at 39.26 but didnât. At least tech...
This manufacturing graph really looks puzzling. I can understand why the fed wanted utilization to increase before they started hiking rates 2004,...
Isnât it reasonable to expect housing rents and short term rates to be correlated? When increases in housing rents drives the core CPI number...
If it's ever been a period where the fed could wish the CPI numbers was different from what they really are, I think it would be now. I think the...
Why choose when u can buy both. Seems like a good hedged bet.. I've bought TLT and long term corporate bonds as well. If I were bolder I would put...
I think the inflation premium is too big. The indebted consumers will soon want to or have to save. Especially because of the negative effect a...
Weak dollar should boost profits. Profits will be used to buy back stocks. Rebalancing investors will take profits from gold, oil and REIT and buy...
Haha yeah that is Mr. Market, but did you know, he used to wear boxer shorts made of dollars before. Obviously theyâre too small for him to wear...
Imagine a kid named Economy. Economy lives with his family, Mr. Market is his father, Mrs. Central Planner is his mother and Miss psychology is...
Yeah and notice how strong the negative correlation between S&P and bonds have grown since the start of 2006, at least on weekly charts..
Dollars and bonds are falling in lockstep. How long can this continue? Bonds are getting more and more attractive with double speed from a...
The deflationary influence has been strong enough to keep inflation low even in a period where commodity markets have been rising sharply. So I...
Bonds are what are keeping me from sleeping at night. Why does everyone believe bonds will fall? Because the dollar will fall? I think...
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