Posts Tagged ‘bonds’
Everything You Need to Know About the FDIC
Unfortunately, the sudden collapse of several large Regional banks over the last week has that boring old Federal Deposit Insurance Corporation (FDIC) insurance back as a topic of conversation. So, we thought it might be helpful to highlight what the FDIC covers and how much… and maybe most importantly, what it does not cover. The…
Read MoreA Helpful Q&A on the Bank Crisis
And here’s the price paid… Last weekend’s fallout from the Silicon Valley Bank’s (SVB) failure has dominated market news. So I want to address some of the questions and concerns surrounding what’s happening in the banking sector. Let’s dig in… Last Friday, Silicon Valley Bank (the 16th largest bank in the U.S.) failed and was…
Read MoreSVB Collapse Sparks Concerns About Systemic Risks in Financial System
Two bank failures and a falling stock market. What is going on? The events of the past week have caught many investors off guard, but for our regular readers and clients, you know that we have been warning about the growing risks in the markets for some time. On March 1, I discussed how there…
Read MoreJanuary Market Review
A Story About Japan, the U.S. Dollar, & Gold
Investors woke up to a major macro surprise Tuesday morning when the Bank of Japan announced a de-facto rate hike by allowing the yield on their 10-Year Treasury to reach .50%. Although the Bank of Japan (BOJ) didn’t actually raise rates, the net result is the same. What the BOJ did was allow the 10-Year…
Read MoreBig Moves for a Forgotten & Unloved Asset Class
Have individual investors forgotten there is more than one asset class? It sure feels that way, because lately, all the excitement seems to be about one asset class – stocks. I get it, stocks have had an incredible rally coming off their October 2022 lows. But I’m not focusing on stocks today. There’s another asset…
Read MoreOctober Market Review
This Has Everything to Do with Rising Rates
In case you missed the memo, 2022 has been all about rising bond yields. It’s undeniable. We can’t talk about stocks without including a conversation about the bond market. More specifically, the direction of bond yields. Yields are once again pushing up against their June highs, so investors must understand the correlation between the equity…
Read MoreWe’re Seeing a Bid In Bonds
This will be interesting to any of you bond buyers out there… After a historic meltdown in the first half of 2022, bonds (expressed via Treasuries) are catching a bid. We can debate all day long why Treasuries are seeing strong demand, but what isn’t up for debate is price… and it’s rising. Take a…
Read MoreThe Rules Have Changed
Earlier in the week, I mentioned a very classic market pattern playing out in the equity indexes. I think it warrants a deeper review. Why? Because 2022 is not 2020, or even 2021, or virtually any other year going back a decade… Any investor still living under the illusion that we’re in the same investment…
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