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Stock Prices Face Many Challenges
There are things that investors who are bearish on stocks can do...
Feb 235 min read

Interest Rates Soar
Interest rates are falling (Fed Funds) and rising (anything more than 2 year maturity). Why, and what does this mean for stocks?
Jan 129 min read

Rates Are Really Rising
While the Federal Reserve has cut rates (Fed Funds), Treasury yields have increased a lot.
Dec 24, 20242 min read

Yield-Curve Inversion Is Gone
Fed Funds has dropped 75 basis points, but the 30-year Treasury Bond has increased in yield by 1 basis point. There is no inversion now.
Nov 14, 20242 min read

I Am Still Cautious on Stocks
Stocks have been volatile recently! The S&P 500 looks like it topped in April and it has bounced since that pullback. It's up ahead of...
May 2, 20244 min read

The Inverted Yield Curve
I am a "stock guy" and no longer the "bond guy" that I was in the 1980s. Still, though, I pay attention to bonds. When I was at Kidder,...
Apr 15, 20244 min read
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