You Only Need One Word in Your Vocabulary… Down
Up until this morning, we held the view that the US & China would work out a deal and global trade would get back to normal. Now we are not…
Breaking Bonds
The bond market is an enigma of sorts. Back in 1980, the total public debt of the US Federal Government was just under $1 trillion. Fast forward to today, and The…
Is a Short Squeeze in Bonds Upon Us?
We have been writing about interest rates, bonds, and the Fed a little more than normal lately. We have been doing this because we think short bonds are one of…