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Tag 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
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
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
Some Perspective
In our March 7th post, Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic. It sure did and infected the global markets in a … Continue reading
Why We’re Big Fans Of Johnny “Cash”
Of course, if Larry M.’s Lehman-like drawdown scenario is realized, haven flows and shorts will pile into long-notes and bonds as a proxy short but we have no interest in trading fixed-income securities with a 100 bps negative real yield. … Continue reading
Posted in Bonds, Equities, Uncategorized
Tagged bonds, Coronavirus, Equities, Will Rodgers
7 Comments
Negative Yields Versus Negative Coupon Rates
There is a big difference between a bond with a negative yield to maturity than a bond with a negative coupon rate. Many in the market conflate the two. We are searching for bonds that pay a negative coupon rate. … Continue reading
Can Treasury Issue An Additional $1 trn At These Fake Yields?
A question has been nagging us for some time. If the current sovereign yields are repressed and fake, many of which are negative, can the borrowers issue any significant amount of new debt at these current yields? Especially to long-term … Continue reading
Stress Testing Apple
Goldman finally getting around to stress testing Apple as the trade war escalates. They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading
Posted in Apple, China, Equities, Uncategorized
Tagged Apple, bonds, China, Tariffs, U.S.
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QOTD: Go Josh!
QOTD: Quote of the Day The bond market is dumb as a rock. It’s a trillion dollars a year being shoveled into three ETFs by financial advisors and bank tellers. Your “signals" haven’t worked in a decade, try a fortune … Continue reading
Global Macro Monitor 