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Category Archives: Bonds
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). For my late grandmother from Cork. Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in … Continue reading
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading
Posted in Bonds, General Interest, Picture of the Day, PIIGS
Tagged bonds, Darren Clarke, Grame McDowell, History of St. Partrick, Ireland, Paddy Harrington, Rory Mciiroy
1 Comment
Global Fixed-Income Market
US Fixed Income Markets vs. Rest of World The U.S. fixed income markets are the largest in the world, comprising 40.0% of the $114 trillion securities outstanding across the globe, or $46 trillion (as of 2Q20). This is 2.0x the … Continue reading
Black Swan Hunting
While the macro boys at GMM are off hunting Black Swans, I am making money to keep the lights on. – Carol K., GMM, August 11th Yes, Carol K is correct, and we thank her for keeping the lights on at … Continue reading
Posted in Bonds, Budget Deficit, Coach C, Tail Risk
Tagged Black Swan, Debt, T-Bills, Treasury distortions
4 Comments
Are You Buying At These Valuations? Not Buffett
More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading
Posted in Bonds, Coronavirus, Equities, Uncategorized
Tagged bonds, Economy, Equities, Stocks, Unemployment
18 Comments
Ownership & Profile Of The U.S. Corporate Bond Market – Q4 2019
Summary Nonfinancial corporates grew their stock of outstanding bonds by over 80 percent from Q4 2009 to Q4 2019, moving from 21.80 percent of GDP in 2009 to 26.62 percent in Q4 2019 Conversely, the domestic financial sector continued to … Continue reading
Posted in Bonds, Uncategorized
Tagged Corporate Bond Market, Who Owns the Corporate Bond Market
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A Long Way To The Bottom For Stocks
Based on the both historic price action of the two financial bubbles that have burst in the past twenty years and our favorite valuation metric — Market Capitalization-to-GDP or the Wilshire 5000 Index to Nominal GDP — stocks still have … Continue reading
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading
No Time For A Victory Lap
President Trump gave the market what it was looking for today with a laser focus on containing the coronavirus and enlisting the private sector in the battle. No focus on the stock market during the entire presser, which is, ironically, … Continue reading
Trump & Co Must Abandon The Stock Market To Save It
No bottom in stocks or the economy until the test kits are ubiquitous. We believe markets want an aggressive plan and action to treat the disease rather than focusing on the symptoms. Then markets will take care of themselves and … Continue reading
Posted in Bonds, Equities, Inflation/Deflation, Interest Rates, Uncategorized
Tagged Bond Market, Fed, yields
1 Comment
Global Macro Monitor 