Big Moves for a Forgotten & Unloved Asset Class

By Michael Reilly | December 9, 2022 |

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…

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This Has Everything to Do with Rising Rates

By Michael Reilly | September 16, 2022

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…

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We’re Seeing a Bid In Bonds

By Michael Reilly | July 7, 2022

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…

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